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 | $493,433 | -3.0% | 15,305 | -3.9% | 0.06% | +1.6% |
| Q1 2024 | $508,772 | +9.3% | 15,924 | 0.0% | 0.06% | +6.7% |
| Q4 2023 | $465,459 | +61.2% | 15,924 | +44.5% | 0.06% | +46.3% |
| Q3 2023 | $288,698 | -9.4% | 11,019 | -6.1% | 0.04% | -6.8% |
| Q2 2023 | $318,687 | +2.9% | 11,738 | -3.4% | 0.04% | -6.4% |
| Q1 2023 | $309,735 | +4.9% | 12,156 | 0.0% | 0.05% | -7.8% |
| Q4 2022 | $295,148 | +9.3% | 12,156 | 0.0% | 0.05% | +37.8% |
| Q3 2022 | $270,000 | -4.6% | 12,156 | 0.0% | 0.04% | -36.2% |
| Q2 2022 | $283,000 | -17.5% | 12,156 | -2.3% | 0.06% | 0.0% |
| Q1 2022 | $343,000 | -33.5% | 12,446 | -30.1% | 0.06% | -31.0% |
| Q4 2021 | $516,000 | +9.1% | 17,814 | 0.0% | 0.08% | -8.7% |
| Q3 2021 | $473,000 | -21.9% | 17,814 | -20.7% | 0.09% | -22.0% |
| Q2 2021 | $606,000 | – | 22,478 | – | 0.12% | – |
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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% |