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 | $32,196,262 | -31.1% | 1,228,865 | -27.7% | 0.29% | -29.1% |
| Q2 2023 | $46,749,764 | +16.2% | 1,699,270 | +7.6% | 0.41% | +5.7% |
| Q1 2023 | $40,245,308 | +218.6% | 1,579,487 | +1.4% | 0.38% | -39.6% |
| Q4 2022 | $12,632,428 | -62.8% | 1,557,962 | +2.0% | 0.64% | +63.1% |
| Q3 2022 | $33,975,000 | -5.8% | 1,527,624 | -1.4% | 0.39% | +21.1% |
| Q2 2022 | $36,081,000 | -12.7% | 1,548,549 | +8.5% | 0.32% | +3.9% |
| Q4 2021 | $41,342,000 | -10.7% | 1,427,077 | -18.1% | 0.31% | +5.4% |
| Q3 2021 | $46,316,000 | +40.5% | 1,743,170 | +42.6% | 0.29% | +2.1% |
| Q2 2021 | $32,971,000 | – | 1,222,060 | – | 0.29% | – |
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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% |