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 | $3,123,370 | +2.0% | 96,879 | +1.1% | 0.86% | -2.9% |
| Q1 2024 | $3,062,992 | +7.5% | 95,868 | -1.7% | 0.89% | -8.2% |
| Q4 2023 | $2,849,624 | +11.9% | 97,490 | +0.3% | 0.97% | +6.6% |
| Q3 2023 | $2,547,038 | -4.5% | 97,215 | -1.1% | 0.91% | -2.1% |
| Q2 2023 | $2,667,809 | +3.9% | 98,262 | -2.5% | 0.93% | -8.2% |
| Q1 2023 | $2,568,205 | +5.1% | 100,793 | +0.2% | 1.01% | +0.2% |
| Q4 2022 | $2,442,584 | – | 100,601 | – | 1.01% | – |
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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% |