DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 751 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $725,528 | +0.9% | 22,504 | 0.0% | 0.31% | +11.4% |
| Q1 2024 | $719,002 | +9.3% | 22,504 | 0.0% | 0.28% | +3.3% |
| Q4 2023 | $657,791 | +11.6% | 22,504 | 0.0% | 0.27% | +5.0% |
| Q3 2023 | $589,604 | -3.5% | 22,504 | 0.0% | 0.26% | -1.5% |
| Q2 2023 | $610,983 | +6.6% | 22,504 | 0.0% | 0.26% | +10.5% |
| Q1 2023 | $573,401 | +4.9% | 22,504 | 0.0% | 0.24% | +6.2% |
| Q4 2022 | $546,397 | +9.3% | 22,504 | 0.0% | 0.22% | -3.0% |
| Q3 2022 | $500,000 | -4.6% | 22,504 | 0.0% | 0.23% | +0.4% |
| Q2 2022 | $524,000 | -15.5% | 22,504 | 0.0% | 0.23% | -8.0% |
| Q1 2022 | $620,000 | -4.8% | 22,504 | 0.0% | 0.25% | -2.3% |
| Q4 2021 | $651,000 | +9.0% | 22,504 | 0.0% | 0.26% | +4.9% |
| Q3 2021 | $597,000 | -1.6% | 22,504 | 0.0% | 0.24% | -0.8% |
| Q2 2021 | $607,000 | – | 22,504 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hill Investment Group Partners, LLC | 1,906,188 | $51,428,950 | 42.54% |
| TFO Wealth Partners, LLC | 5,094,137 | $135,963,000 | 26.89% |
| Plancorp, LLC | 11,521,385 | $310,847,000 | 24.39% |
| Waypoint Wealth Partners Inc. | 2,117,610 | $57,133,000 | 22.15% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 32,790,164 | $884,679,000 | 21.35% |
| Meridian Wealth Partners, LLC | 3,355,349 | $90,527,000 | 21.14% |
| Private Ocean, LLC | 5,569,777 | $150,273,000 | 19.68% |
| BAKER BOYER NATIONAL BANK | 1,644,811 | $38,308,000 | 19.43% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 1,437,941 | $38,379,000 | 15.79% |
| Syverson Strege & Co | 646,208 | $17,435,000 | 15.52% |