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 | $22,944,650 | -3.1% | 875,750 | +0.4% | 0.33% | -3.2% |
| Q2 2023 | $23,673,225 | +8.6% | 871,942 | +1.9% | 0.34% | -2.6% |
| Q1 2023 | $21,797,860 | +7.2% | 855,489 | +2.1% | 0.35% | -1.4% |
| Q4 2022 | $20,342,561 | +16.2% | 837,832 | +6.4% | 0.35% | +3.5% |
| Q3 2022 | $17,511,000 | +2.7% | 787,375 | +7.6% | 0.34% | +5.2% |
| Q2 2022 | $17,057,000 | -12.3% | 732,044 | +3.8% | 0.32% | +2.2% |
| Q1 2022 | $19,445,000 | -3.0% | 705,032 | +1.9% | 0.32% | +0.6% |
| Q4 2021 | $20,041,000 | +16.1% | 691,782 | +6.5% | 0.32% | +7.1% |
| Q3 2021 | $17,263,000 | +0.1% | 649,731 | +1.6% | 0.30% | -0.7% |
| Q2 2021 | $17,251,000 | – | 639,406 | – | 0.30% | – |
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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% |