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 | $2,178,254 | -2.3% | 83,139 | +1.2% | 1.66% | +1.6% |
| Q2 2023 | $2,230,266 | +7.3% | 82,146 | +0.7% | 1.63% | +3.5% |
| Q1 2023 | $2,078,177 | +7.9% | 81,561 | +2.9% | 1.58% | +3.8% |
| Q4 2022 | $1,925,262 | +12.3% | 79,294 | +2.9% | 1.52% | +6.8% |
| Q3 2022 | $1,714,000 | -3.9% | 77,064 | +0.7% | 1.42% | +0.9% |
| Q2 2022 | $1,783,000 | -6.8% | 76,525 | +10.3% | 1.41% | +12.4% |
| Q1 2022 | $1,914,000 | +40.2% | 69,389 | +47.2% | 1.25% | +49.5% |
| Q4 2021 | $1,365,000 | +62.1% | 47,132 | +48.7% | 0.84% | +50.1% |
| Q3 2021 | $842,000 | +2.7% | 31,694 | +4.2% | 0.56% | +4.1% |
| Q2 2021 | $820,000 | – | 30,404 | – | 0.54% | – |
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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% |