DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 17 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,250,136 | +120.9% | 124,051 | +128.9% | 0.04% | +118.8% |
| Q2 2023 | $1,471,340 | +6.2% | 54,193 | -0.3% | 0.02% | 0.0% |
| Q1 2023 | $1,385,016 | +30.3% | 54,357 | +24.2% | 0.02% | +23.1% |
| Q4 2022 | $1,062,638 | -14.7% | 43,766 | -21.9% | 0.01% | -18.8% |
| Q3 2022 | $1,246,000 | +2.7% | 56,039 | +7.7% | 0.02% | +6.7% |
| Q2 2022 | $1,213,000 | -16.0% | 52,055 | -0.6% | 0.02% | -6.2% |
| Q1 2022 | $1,444,000 | -2.2% | 52,352 | +2.8% | 0.02% | 0.0% |
| Q4 2021 | $1,476,000 | +21.5% | 50,937 | +11.4% | 0.02% | +14.3% |
| Q3 2021 | $1,215,000 | -2.6% | 45,724 | -1.0% | 0.01% | -6.7% |
| Q2 2021 | $1,247,000 | – | 46,207 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,919,473 | $74,388,168 | 68.47% |
| SJS Investment Consulting Inc. | 8,298,796 | $211,453,318 | 57.64% |
| Geometric Wealth Advisors | 5,595,967 | $142,025,641 | 49.59% |
| Greenspring Advisors, LLC | 7,781,335 | $198,268,397 | 43.29% |
| Chico Wealth RIA | 1,287,983 | $32,817,807 | 42.22% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,868,958 | $47,621,041 | 42.18% |
| Core Wealth Management, Inc. | 2,858,512 | $72,834,895 | 39.33% |
| Rockwood Wealth Management, LLC | 7,630,693 | $194,430,067 | 38.39% |
| GRAND WEALTH MANAGEMENT, LLC | 2,500,059 | $63,701,508 | 38.30% |
| Shearwater Capital LLC | 1,589,587 | $40,502,676 | 37.62% |