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 | $223 | -3.5% | 8,522 | +0.3% | 0.02% | +5.6% |
| Q2 2023 | $231 | +6.9% | 8,495 | +0.3% | 0.02% | +5.9% |
| Q1 2023 | $216 | +5.4% | 8,470 | +0.2% | 0.02% | -5.6% |
| Q4 2022 | $205 | -99.9% | 8,453 | +0.4% | 0.02% | -18.2% |
| Q3 2022 | $187,000 | -4.1% | 8,416 | +0.3% | 0.02% | 0.0% |
| Q2 2022 | $195,000 | -15.6% | 8,389 | +0.3% | 0.02% | -4.3% |
| Q1 2022 | $231,000 | -34.9% | 8,362 | -31.8% | 0.02% | -32.4% |
| Q4 2021 | $355,000 | – | 12,253 | – | 0.03% | – |
Download | ||||||
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% |