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 | $244,701 | +1.3% | 9,339 | +4.9% | 0.01% | 0.0% |
Q2 2023 | $241,628 | +6.6% | 8,899 | +0.0% | 0.01% | +12.5% |
Q1 2023 | $226,741 | -9.0% | 8,898 | -13.3% | 0.01% | -11.1% |
Q4 2022 | $249,091 | +9.3% | 10,259 | +0.3% | 0.01% | 0.0% |
Q3 2022 | $228,000 | +10.1% | 10,231 | +15.0% | 0.01% | +28.6% |
Q2 2022 | $207,000 | -15.5% | 8,895 | +0.0% | 0.01% | 0.0% |
Q1 2022 | $245,000 | -21.2% | 8,894 | -17.1% | 0.01% | -22.2% |
Q4 2021 | $311,000 | +9.1% | 10,724 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $285,000 | -1.4% | 10,724 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $289,000 | – | 10,724 | – | 0.01% | – |
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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% |