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 | $71,299,439 | -4.9% | 2,721,353 | -1.4% | 6.73% | -0.2% |
| Q2 2023 | $74,967,374 | +10.9% | 2,761,229 | +4.1% | 6.74% | +5.8% |
| Q1 2023 | $67,589,447 | +6.0% | 2,652,647 | +1.0% | 6.37% | +2.1% |
| Q4 2022 | $63,781,321 | +7.7% | 2,626,908 | -1.4% | 6.24% | -3.9% |
| Q3 2022 | $59,224,000 | -4.9% | 2,662,946 | -0.4% | 6.50% | -1.2% |
| Q2 2022 | $62,292,000 | -17.1% | 2,673,496 | -1.9% | 6.58% | -7.3% |
| Q1 2022 | $75,171,000 | +8.5% | 2,725,568 | +14.0% | 7.10% | +8.6% |
| Q4 2021 | $69,267,000 | +10.4% | 2,391,005 | +1.3% | 6.53% | +1.5% |
| Q3 2021 | $62,717,000 | +3.3% | 2,360,428 | +4.8% | 6.44% | -29.0% |
| Q2 2021 | $60,740,000 | – | 2,251,281 | – | 9.07% | – |
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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% |