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 | $445,875,770 | -8.1% | 17,018,159 | -4.8% | 0.31% | -10.1% |
| Q2 2023 | $485,114,159 | +13.5% | 17,867,925 | +6.5% | 0.35% | +4.2% |
| Q1 2023 | $427,317,760 | +10.1% | 16,770,713 | +4.9% | 0.33% | +0.3% |
| Q4 2022 | $388,043,690 | +11.1% | 15,982,030 | +1.8% | 0.33% | -1.5% |
| Q3 2022 | $349,154,000 | +0.3% | 15,699,362 | +5.1% | 0.34% | +1.8% |
| Q2 2022 | $348,189,000 | -11.0% | 14,943,726 | +10.6% | 0.33% | +0.9% |
| Q4 2021 | $391,316,000 | +8.3% | 13,507,624 | -0.6% | 0.33% | -3.2% |
| Q3 2021 | $361,239,000 | +1.2% | 13,595,743 | +2.7% | 0.34% | -6.1% |
| Q2 2021 | $357,006,000 | – | 13,232,262 | – | 0.36% | – |
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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% |