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 | $1,482,605 | -28.5% | 45,987 | -29.1% | 0.06% | -33.7% |
| Q1 2024 | $2,072,187 | +37.8% | 64,857 | +26.1% | 0.08% | +23.9% |
| Q4 2023 | $1,503,467 | -9.8% | 51,436 | -19.2% | 0.07% | -21.2% |
| Q3 2023 | $1,666,982 | +7.5% | 63,625 | +11.4% | 0.08% | +4.9% |
| Q2 2023 | $1,550,714 | -2.0% | 57,117 | -8.0% | 0.08% | -10.0% |
| Q1 2023 | $1,581,777 | +9.9% | 62,079 | +4.8% | 0.09% | 0.0% |
| Q4 2022 | $1,438,809 | +10.0% | 59,259 | +0.8% | 0.09% | -9.1% |
| Q3 2022 | $1,308,000 | +63.5% | 58,791 | +71.3% | 0.10% | +39.4% |
| Q2 2022 | $800,000 | -19.5% | 34,326 | 0.0% | 0.07% | -2.7% |
| Q4 2021 | $994,000 | +48.8% | 34,326 | +36.6% | 0.07% | +35.2% |
| Q3 2021 | $668,000 | -17.1% | 25,126 | -15.9% | 0.05% | +5.9% |
| Q2 2021 | $806,000 | – | 29,877 | – | 0.05% | – |
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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% |