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 | $46,950 | +4.9% | 1,792,000 | +8.7% | 0.73% | +2.7% |
| Q2 2023 | $44,750 | +19.3% | 1,648,251 | +12.0% | 0.71% | +9.9% |
| Q1 2023 | $37,508 | -99.9% | 1,472,071 | +10.8% | 0.64% | +12.6% |
| Q4 2022 | $32,247,000 | -99.7% | 1,328,135 | +188.6% | 0.57% | +180.9% |
| Q3 2022 | $10,235,000,000 | +103629.6% | 460,216 | +8.7% | 0.20% | +6.8% |
| Q2 2022 | $9,867,000 | -14.3% | 423,462 | +1.4% | 0.19% | -5.4% |
| Q1 2022 | $11,520,000 | -99.9% | 417,712 | +36.3% | 0.20% | +28.7% |
| Q4 2021 | $8,875,000,000 | +113609.2% | 306,367 | +4.3% | 0.16% | 0.0% |
| Q3 2021 | $7,805,000 | +29.8% | 293,738 | +31.8% | 0.16% | +22.7% |
| Q2 2021 | $6,014,000 | – | 222,896 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,982,371 | $80,971,379 | 69.20% |
| SJS Investment Consulting Inc. | 8,501,610 | $230,818,706 | 57.94% |
| Greenspring Advisors, LLC | 6,841,536 | $185,747,711 | 57.01% |
| Geometric Wealth Advisors | 5,874,755 | $161,673,250 | 50.32% |
| Chico Wealth RIA | 1,376,667 | $37,376,509 | 44.54% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,904,284 | $51,701,301 | 42.99% |
| Syverson Strege & Co | 3,461,579 | $93,981,867 | 40.24% |
| Core Wealth Management, Inc. | 2,890,656 | $78,481,303 | 39.84% |
| GRAND WEALTH MANAGEMENT, LLC | 2,405,966 | $65,321,977 | 38.84% |
| Shearwater Capital LLC | 1,633,557 | $44,351,061 | 38.78% |