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 | $1,209,035,750 | +6.8% | 46,146,403 | +10.7% | 0.55% | +10.2% |
| Q2 2023 | $1,131,916,254 | +56.2% | 41,691,206 | +46.6% | 0.50% | +44.3% |
| Q1 2023 | $724,481,301 | +34.6% | 28,433,332 | +28.3% | 0.35% | +24.7% |
| Q4 2022 | $538,110,720 | +51.3% | 22,162,715 | +38.6% | 0.28% | +37.4% |
| Q3 2022 | $355,700,000 | -2.6% | 15,993,685 | +2.0% | 0.20% | -0.5% |
| Q2 2022 | $365,256,000 | -17.3% | 15,676,227 | -2.2% | 0.20% | -8.1% |
| Q1 2022 | $441,928,000 | -0.1% | 16,023,503 | +4.9% | 0.22% | +1.4% |
| Q4 2021 | $442,563,000 | +5.4% | 15,276,492 | -3.4% | 0.22% | -5.2% |
| Q3 2021 | $420,022,000 | -3.2% | 15,808,092 | -1.7% | 0.23% | -6.1% |
| Q2 2021 | $434,024,000 | – | 16,086,878 | – | 0.25% | – |
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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% |