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 | $2,083,850 | +82.4% | 79,536 | +89.0% | 0.02% | +76.9% |
| Q2 2023 | $1,142,455 | -21.8% | 42,079 | -26.6% | 0.01% | -27.8% |
| Q1 2023 | $1,460,667 | +62.3% | 57,326 | +54.7% | 0.02% | +50.0% |
| Q4 2022 | $899,717 | -15.5% | 37,056 | -22.6% | 0.01% | -25.0% |
| Q3 2022 | $1,065,000 | +12.3% | 47,906 | +17.8% | 0.02% | +14.3% |
| Q2 2022 | $948,000 | -16.1% | 40,677 | -0.7% | 0.01% | -12.5% |
| Q1 2022 | $1,130,000 | -1.7% | 40,953 | +3.2% | 0.02% | -5.9% |
| Q4 2021 | $1,150,000 | +26.9% | 39,679 | +16.7% | 0.02% | +13.3% |
| Q3 2021 | $906,000 | +55.9% | 34,003 | +58.0% | 0.02% | +36.4% |
| Q2 2021 | $581,000 | – | 21,525 | – | 0.01% | – |
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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% |