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 | $33,022,086 | +48.3% | 1,024,258 | +47.0% | 1.04% | +38.3% |
| Q1 2024 | $22,267,044 | +19.3% | 696,934 | +7.0% | 0.75% | +8.0% |
| Q4 2023 | $18,668,173 | +23.7% | 651,367 | +13.1% | 0.70% | -2.4% |
| Q3 2023 | $15,091,107 | +29.7% | 575,996 | +34.4% | 0.71% | +18.0% |
| Q2 2023 | $11,637,782 | +28.7% | 428,648 | +20.7% | 0.60% | +14.2% |
| Q1 2023 | $9,045,988 | -1.4% | 355,023 | -6.0% | 0.53% | -15.5% |
| Q4 2022 | $9,174,238 | +23.0% | 377,852 | +12.6% | 0.63% | +10.0% |
| Q3 2022 | $7,461,000 | +0.3% | 335,482 | +5.1% | 0.57% | -0.4% |
| Q2 2022 | $7,438,000 | -7.0% | 319,217 | +15.6% | 0.57% | 0.0% |
| Q4 2021 | $7,997,000 | -1.7% | 276,027 | -9.8% | 0.57% | -6.7% |
| Q3 2021 | $8,134,000 | +50.2% | 306,118 | +52.5% | 0.61% | +42.7% |
| Q2 2021 | $5,415,000 | – | 200,716 | – | 0.43% | – |
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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% |