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 | 2,982,371 | $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% |