DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 660 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,010,000 | +7.0% | 992,787 | +10.9% | 0.01% | +16.7% |
| Q2 2023 | $24,307,000 | +15.7% | 895,320 | +8.6% | 0.01% | 0.0% |
| Q1 2023 | $21,004,000 | +19.0% | 824,305 | +13.4% | 0.01% | +20.0% |
| Q4 2022 | $17,648,000 | +245.3% | 726,831 | +216.2% | 0.01% | +150.0% |
| Q3 2022 | $5,111,000 | +11.0% | 229,835 | +16.3% | 0.00% | +100.0% |
| Q2 2022 | $4,603,000 | -5.2% | 197,582 | +12.2% | 0.00% | 0.0% |
| Q1 2022 | $4,855,000 | -8.5% | 176,039 | -3.9% | 0.00% | 0.0% |
| Q4 2021 | $5,306,000 | +15.7% | 183,155 | +6.1% | 0.00% | 0.0% |
| Q3 2021 | $4,585,000 | -20.7% | 172,544 | -19.5% | 0.00% | -50.0% |
| Q2 2021 | $5,781,000 | – | 214,241 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 3,036,695 | $79,561,398 | 68.38% |
| SJS Investment Consulting Inc. | 8,868,609 | $232,357,547 | 58.31% |
| Greenspring Advisors, LLC | 6,899,440 | $180,765,307 | 57.07% |
| Geometric Wealth Advisors | 6,019,948 | $157,722,637 | 49.16% |
| Chico Wealth RIA | 1,408,756 | $36,909,407 | 44.15% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,896,232 | $49,681,276 | 42.72% |
| Syverson Strege & Co | 3,484,322 | $91,289,241 | 40.85% |
| Core Wealth Management, Inc. | 2,948,356 | $77,246,937 | 39.94% |
| Shearwater Capital LLC | 1,660,632 | $43,508,559 | 39.33% |
| GRAND WEALTH MANAGEMENT, LLC | 2,395,919 | $62,773,088 | 38.44% |