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 | $296,135,613 | +3.7% | 9,185,348 | +2.8% | 36.06% | -2.2% |
| Q1 2024 | $285,522,009 | +13.0% | 8,936,526 | +3.4% | 36.86% | -0.4% |
| Q4 2023 | $252,607,616 | +10.7% | 8,642,067 | -0.8% | 37.00% | -3.4% |
| Q3 2023 | $228,147,149 | +1.3% | 8,707,906 | +4.9% | 38.28% | -1.0% |
| Q2 2023 | $225,313,148 | +15.9% | 8,298,827 | +8.8% | 38.66% | +0.7% |
| Q1 2023 | $194,430,067 | +19.0% | 7,630,693 | +13.4% | 38.39% | +0.7% |
| Q4 2022 | $163,349,458 | +25.7% | 6,727,737 | +15.2% | 38.14% | -8.2% |
| Q3 2022 | $129,907,245 | -1.4% | 5,841,153 | +3.3% | 41.52% | -32.7% |
| Q2 2022 | $131,742,376 | -10.4% | 5,654,179 | +6.1% | 61.70% | -12.4% |
| Q1 2022 | $146,970,280 | +4.0% | 5,328,872 | +9.2% | 70.41% | +12.2% |
| Q4 2021 | $141,382,338 | – | 4,880,302 | – | 62.77% | – |
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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% |