DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 608 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $314,123 | +9.3% | 9,832 | 0.0% | 0.05% | +2.2% |
| Q4 2023 | $287,381 | +4.2% | 9,832 | -6.6% | 0.04% | -6.2% |
| Q3 2023 | $275,747 | -3.5% | 10,525 | 0.0% | 0.05% | -4.0% |
| Q2 2023 | $285,746 | +6.6% | 10,525 | 0.0% | 0.05% | +2.0% |
| Q1 2023 | $268,170 | -14.5% | 10,525 | -18.5% | 0.05% | -23.4% |
| Q4 2022 | $313,739 | -1.3% | 12,922 | -5.2% | 0.06% | -5.9% |
| Q2 2022 | $318,000 | -15.4% | 13,630 | 0.0% | 0.07% | -5.6% |
| Q1 2022 | $376,000 | -4.8% | 13,630 | 0.0% | 0.07% | -2.7% |
| Q4 2021 | $395,000 | +9.1% | 13,630 | 0.0% | 0.07% | +1.4% |
| Q3 2021 | $362,000 | -1.6% | 13,630 | 0.0% | 0.07% | -6.4% |
| Q2 2021 | $368,000 | – | 13,630 | – | 0.08% | – |
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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% |