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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,028,118 | -9.3% | 77,409 | -6.0% | 1.16% | -7.0% |
| Q2 2023 | $2,235,038 | +7.5% | 82,322 | +0.9% | 1.25% | +1.3% |
| Q1 2023 | $2,078,332 | +7.0% | 81,567 | +2.0% | 1.23% | -0.3% |
| Q4 2022 | $1,941,927 | +20.7% | 79,981 | +10.6% | 1.24% | +2.4% |
| Q3 2022 | $1,609,000 | +9.0% | 72,328 | +14.1% | 1.21% | +12.0% |
| Q2 2022 | $1,476,000 | -24.0% | 63,363 | -10.0% | 1.08% | -16.4% |
| Q1 2022 | $1,942,000 | -6.6% | 70,411 | -2.0% | 1.29% | -9.2% |
| Q4 2021 | $2,080,000 | – | 71,815 | – | 1.42% | – |
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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% |