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 | $8,086 | -1.8% | 308,621 | +1.7% | 2.55% | -3.8% |
Q2 2023 | $8,237 | -45.8% | 303,373 | -49.1% | 2.65% | +2.0% |
Q1 2023 | $15,199 | +4.3% | 596,523 | -0.6% | 2.60% | -5.8% |
Q4 2022 | $14,566 | -99.9% | 599,931 | +9.1% | 2.76% | +7.3% |
Q3 2022 | $12,233,000 | +3.7% | 550,043 | +8.7% | 2.57% | +9.8% |
Q2 2022 | $11,792,000 | – | 506,083 | – | 2.34% | – |
Download |
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% |