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 | $3,484,875 | -38.5% | 108,092 | -39.0% | 0.09% | -38.3% |
| Q1 2024 | $5,665,092 | +76.9% | 177,311 | +61.9% | 0.15% | +43.3% |
| Q4 2023 | $3,201,675 | -0.3% | 109,534 | -10.6% | 0.10% | -13.3% |
| Q3 2023 | $3,210,031 | -3.6% | 122,520 | -0.1% | 0.12% | -4.8% |
| Q2 2023 | $3,328,600 | +3.3% | 122,600 | -3.1% | 0.13% | -6.7% |
| Q1 2023 | $3,223,083 | +2.2% | 126,495 | -2.6% | 0.14% | -10.6% |
| Q4 2022 | $3,152,682 | +13.0% | 129,847 | +3.5% | 0.15% | +2.0% |
| Q3 2022 | $2,790,000 | +8.9% | 125,429 | +14.1% | 0.15% | +9.6% |
| Q2 2022 | $2,562,000 | -10.8% | 109,943 | +5.6% | 0.14% | +1.5% |
| Q1 2022 | $2,871,000 | +0.7% | 104,080 | +5.7% | 0.13% | +3.9% |
| Q4 2021 | $2,851,000 | +153.4% | 98,424 | +132.4% | 0.13% | +124.6% |
| Q3 2021 | $1,125,000 | -2.4% | 42,348 | -0.9% | 0.06% | -6.6% |
| Q2 2021 | $1,153,000 | – | 42,730 | – | 0.06% | – |
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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% |