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 | $3,892,958 | -3.3% | 118,435 | -7.0% | 0.37% | -8.8% |
| Q1 2024 | $4,026,775 | +7.5% | 127,349 | -2.5% | 0.41% | +1.5% |
| Q4 2023 | $3,744,486 | -12.1% | 130,652 | -20.8% | 0.40% | -14.6% |
| Q3 2023 | $4,262,008 | -3.6% | 164,875 | -0.1% | 0.47% | -2.7% |
| Q2 2023 | $4,421,233 | +0.7% | 165,095 | -5.2% | 0.48% | -4.2% |
| Q1 2023 | $4,392,038 | -0.8% | 174,080 | -0.8% | 0.51% | -13.5% |
| Q4 2022 | $4,427,537 | +9.1% | 175,487 | -1.8% | 0.58% | -11.6% |
| Q3 2022 | $4,057,000 | -7.3% | 178,732 | -2.3% | 0.66% | +1.8% |
| Q2 2022 | $4,376,000 | -21.1% | 182,943 | -4.4% | 0.65% | -4.7% |
| Q4 2021 | $5,546,000 | +6.6% | 191,451 | -2.2% | 0.68% | +3.3% |
| Q3 2021 | $5,202,000 | -1.6% | 195,775 | -0.1% | 0.66% | -4.3% |
| Q2 2021 | $5,289,000 | – | 196,027 | – | 0.69% | – |
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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% |