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 | $589,604 | -3.5% | 22,504 | 0.0% | 0.26% | -1.5% |
| Q2 2023 | $610,983 | +6.6% | 22,504 | 0.0% | 0.26% | +10.5% |
| Q1 2023 | $573,401 | +4.9% | 22,504 | 0.0% | 0.24% | +6.2% |
| Q4 2022 | $546,397 | +9.3% | 22,504 | 0.0% | 0.22% | -3.0% |
| Q3 2022 | $500,000 | -4.6% | 22,504 | 0.0% | 0.23% | +0.4% |
| Q2 2022 | $524,000 | -15.5% | 22,504 | 0.0% | 0.23% | -8.0% |
| Q1 2022 | $620,000 | -4.8% | 22,504 | 0.0% | 0.25% | -2.3% |
| Q4 2021 | $651,000 | +9.0% | 22,504 | 0.0% | 0.26% | +4.9% |
| Q3 2021 | $597,000 | -1.6% | 22,504 | 0.0% | 0.24% | -0.8% |
| Q2 2021 | $607,000 | – | 22,504 | – | 0.25% | – |
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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% |