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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $531,431 | +8.8% | 18,181 | -2.5% | 0.09% | -4.2% |
| Q3 2023 | $488,473 | -3.5% | 18,644 | 0.0% | 0.10% | -5.0% |
| Q2 2023 | $506,185 | +6.6% | 18,644 | 0.0% | 0.10% | -18.7% |
| Q1 2023 | $475,049 | +4.9% | 18,644 | 0.0% | 0.12% | +4.2% |
| Q4 2022 | $452,676 | +5.8% | 18,644 | -3.1% | 0.12% | -3.3% |
| Q3 2022 | $428,000 | +3.4% | 19,232 | +8.2% | 0.12% | -31.5% |
| Q2 2022 | $414,000 | -15.5% | 17,774 | 0.0% | 0.18% | +4.7% |
| Q1 2022 | $490,000 | -4.9% | 17,774 | 0.0% | 0.17% | -6.6% |
| Q4 2021 | $515,000 | – | 17,774 | – | 0.18% | – |
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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% |