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 | $5,473,914 | -4.3% | 208,928 | -0.9% | 3.64% | -1.6% |
Q2 2023 | $5,721,564 | +7.0% | 210,739 | +0.4% | 3.70% | -1.9% |
Q1 2023 | $5,349,016 | +4.7% | 209,930 | -0.2% | 3.77% | -8.7% |
Q4 2022 | $5,108,488 | +0.5% | 210,399 | -3.6% | 4.13% | -14.6% |
Q2 2022 | $5,084,000 | -25.3% | 218,180 | -11.6% | 4.83% | -14.8% |
Q1 2022 | $6,806,000 | +3.8% | 246,786 | +9.0% | 5.68% | +3.7% |
Q4 2021 | $6,558,000 | – | 226,363 | – | 5.47% | – |
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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% |