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 | $37,479,260 | +6.4% | 1,162,508 | +5.4% | 16.43% | -0.3% |
| Q1 2024 | $35,234,981 | +8.8% | 1,102,816 | -0.5% | 16.48% | -2.5% |
| Q4 2023 | $32,394,847 | +14.3% | 1,108,274 | +2.4% | 16.90% | +0.2% |
| Q3 2023 | $28,350,254 | +4.4% | 1,082,071 | +8.1% | 16.87% | -11.1% |
| Q2 2023 | $27,167,010 | +3.8% | 1,000,627 | -2.6% | 18.97% | -4.3% |
| Q1 2023 | $26,169,586 | +7.0% | 1,027,064 | +2.0% | 19.83% | -2.1% |
| Q4 2022 | $24,457,247 | +17.4% | 1,007,300 | +7.5% | 20.25% | +5.3% |
| Q3 2022 | $20,836,000 | +1.9% | 936,849 | +6.7% | 19.23% | +2.5% |
| Q2 2022 | $20,454,000 | -22.0% | 877,894 | -7.6% | 18.75% | -2.5% |
| Q1 2022 | $26,207,000 | +4.5% | 950,253 | +9.8% | 19.23% | +2.3% |
| Q4 2021 | $25,079,000 | – | 865,700 | – | 18.81% | – |
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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% |