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 | $4,429,216 | -0.9% | 137,383 | -1.8% | 0.33% | -5.5% |
| Q1 2024 | $4,469,803 | +7.0% | 139,900 | -2.1% | 0.35% | +15.3% |
| Q4 2023 | $4,178,606 | +12.3% | 142,956 | +0.6% | 0.30% | -4.4% |
| Q3 2023 | $3,722,130 | -12.7% | 142,066 | -9.6% | 0.32% | -13.5% |
| Q2 2023 | $4,265,763 | +10.9% | 157,118 | +4.1% | 0.36% | +1.7% |
| Q1 2023 | $3,845,324 | +29.9% | 150,915 | +23.8% | 0.36% | +18.2% |
| Q4 2022 | $2,960,805 | -33.0% | 121,944 | -38.6% | 0.30% | +19.8% |
| Q3 2022 | $4,421,000 | +93.7% | 198,765 | +103.0% | 0.25% | +93.1% |
| Q2 2022 | $2,282,000 | +57.9% | 97,936 | +96.4% | 0.13% | -8.4% |
| Q4 2021 | $1,445,000 | +7.7% | 49,868 | +0.3% | 0.14% | +3.6% |
| Q2 2021 | $1,342,000 | – | 49,698 | – | 0.14% | – |
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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% |