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 | $65,249,515 | +0.5% | 2,490,440 | +4.2% | 0.12% | +2.6% |
Q2 2023 | $64,914,418 | +11.3% | 2,390,955 | +4.4% | 0.12% | +3.6% |
Q1 2023 | $58,331,373 | +6.2% | 2,289,300 | +1.2% | 0.11% | +0.9% |
Q4 2022 | $54,935,705 | +15.6% | 2,262,591 | +5.9% | 0.11% | +3.8% |
Q3 2022 | $47,532,000 | -6.0% | 2,137,215 | -1.5% | 0.11% | -3.6% |
Q2 2022 | $50,556,000 | -16.3% | 2,169,785 | -0.9% | 0.11% | -3.5% |
Q1 2022 | $60,410,000 | -2.2% | 2,190,371 | +2.8% | 0.11% | -0.9% |
Q4 2021 | $61,752,000 | +8.2% | 2,131,578 | -0.8% | 0.12% | -0.9% |
Q3 2021 | $57,089,000 | +8.5% | 2,148,611 | +10.1% | 0.12% | +8.4% |
Q2 2021 | $52,636,000 | – | 1,950,935 | – | 0.11% | – |
Download |
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% |