DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 17 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $104,715,989 | -4.2% | 3,996,793 | -0.8% | 0.51% | +19.5% |
Q2 2023 | $109,339,836 | -96.6% | 4,027,252 | +5.2% | 0.43% | -94.3% |
Q1 2023 | $3,193,413,448 | +3352.1% | 3,827,603 | +2618.5% | 7.53% | +1172.1% |
Q4 2022 | $92,507,018 | +17.1% | 140,798 | -96.0% | 0.59% | -37.6% |
Q3 2022 | $78,994,000 | +2310.6% | 3,551,881 | +2425.1% | 0.95% | +2536.1% |
Q2 2022 | $3,277,000 | +466.0% | 140,662 | +12.6% | 0.04% | +300.0% |
Q1 2022 | $579,000 | +43.3% | 124,899 | +6.0% | 0.01% | +50.0% |
Q4 2021 | $404,000 | +10.1% | 117,863 | +752.8% | 0.01% | -25.0% |
Q3 2021 | $367,000 | -76.1% | 13,820 | -75.7% | 0.01% | -76.5% |
Q2 2021 | $1,537,000 | – | 56,975 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Onyx Financial Advisors, LLC | 2,919,473 | $74,388,168 | 68.47% |
SJS Investment Consulting Inc. | 8,298,796 | $211,453,318 | 57.64% |
Geometric Wealth Advisors | 5,595,967 | $142,025,641 | 49.59% |
Greenspring Advisors, LLC | 7,781,335 | $198,268,397 | 43.29% |
Chico Wealth RIA | 1,287,983 | $32,817,807 | 42.22% |
ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,868,958 | $47,621,041 | 42.18% |
Core Wealth Management, Inc. | 2,858,512 | $72,834,895 | 39.33% |
Rockwood Wealth Management, LLC | 7,630,693 | $194,430,067 | 38.39% |
GRAND WEALTH MANAGEMENT, LLC | 2,500,059 | $63,701,508 | 38.30% |
Shearwater Capital LLC | 1,589,587 | $40,502,676 | 37.62% |