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 | $1,093,847 | -7.9% | 41,750 | -4.6% | 0.25% | -11.8% |
| Q2 2023 | $1,187,856 | -12.1% | 43,752 | -17.5% | 0.28% | -16.0% |
| Q1 2023 | $1,350,642 | -17.9% | 53,008 | -21.8% | 0.33% | -14.4% |
| Q4 2022 | $1,645,178 | +4.2% | 67,759 | -4.5% | 0.39% | -8.5% |
| Q3 2022 | $1,579,000 | -9.9% | 70,980 | -5.6% | 0.42% | -5.8% |
| Q2 2022 | $1,753,000 | -32.5% | 75,230 | -20.1% | 0.45% | -27.1% |
| Q1 2022 | $2,597,000 | -17.9% | 94,165 | -13.8% | 0.62% | -24.1% |
| Q4 2021 | $3,165,000 | +36.5% | 109,237 | +25.2% | 0.81% | +28.4% |
| Q3 2021 | $2,318,000 | +124.6% | 87,259 | +128.1% | 0.63% | +126.1% |
| Q2 2021 | $1,032,000 | – | 38,259 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,982,371 | $80,971,379 | 69.20% |
| SJS Investment Consulting Inc. | 8,501,610 | $230,818,706 | 57.94% |
| Greenspring Advisors, LLC | 6,841,536 | $185,747,711 | 57.01% |
| Geometric Wealth Advisors | 5,874,755 | $161,673,250 | 50.32% |
| Chico Wealth RIA | 1,376,667 | $37,376,509 | 44.54% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,904,284 | $51,701,301 | 42.99% |
| Syverson Strege & Co | 3,461,579 | $93,981,867 | 40.24% |
| Core Wealth Management, Inc. | 2,890,656 | $78,481,303 | 39.84% |
| GRAND WEALTH MANAGEMENT, LLC | 2,405,966 | $65,321,977 | 38.84% |
| Shearwater Capital LLC | 1,633,557 | $44,351,061 | 38.78% |