DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 644 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $185,208,000 | -4.6% | 7,069,060 | -1.1% | 0.35% | -8.9% |
| Q2 2023 | $194,139,000 | +1.7% | 7,150,603 | -4.6% | 0.38% | -8.2% |
| Q1 2023 | $190,887,000 | +24.2% | 7,491,683 | +18.4% | 0.42% | +18.5% |
| Q4 2022 | $153,667,000 | +8.3% | 6,329,147 | -0.8% | 0.35% | -7.6% |
| Q3 2022 | $141,900,000 | -7.6% | 6,380,883 | -3.2% | 0.38% | -4.3% |
| Q2 2022 | $153,565,000 | -19.4% | 6,590,377 | -4.6% | 0.40% | -6.4% |
| Q1 2022 | $190,437,000 | -4.5% | 6,904,773 | +0.3% | 0.42% | -3.0% |
| Q4 2021 | $199,492,000 | +8.9% | 6,886,360 | -0.1% | 0.44% | -10.8% |
| Q3 2021 | $183,193,000 | -2.9% | 6,894,661 | -1.4% | 0.49% | -10.3% |
| Q2 2021 | $188,673,000 | – | 6,993,164 | – | 0.55% | – |
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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% |