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 | $15,091,107 | +29.7% | 575,996 | +34.4% | 0.71% | +18.0% |
| Q2 2023 | $11,637,782 | +28.7% | 428,648 | +20.7% | 0.60% | +14.2% |
| Q1 2023 | $9,045,988 | -1.4% | 355,023 | -6.0% | 0.53% | -15.5% |
| Q4 2022 | $9,174,238 | +23.0% | 377,852 | +12.6% | 0.63% | +10.0% |
| Q3 2022 | $7,461,000 | +0.3% | 335,482 | +5.1% | 0.57% | -0.4% |
| Q2 2022 | $7,438,000 | -7.0% | 319,217 | +15.6% | 0.57% | 0.0% |
| Q4 2021 | $7,997,000 | -1.7% | 276,027 | -9.8% | 0.57% | -6.7% |
| Q3 2021 | $8,134,000 | +50.2% | 306,118 | +52.5% | 0.61% | +42.7% |
| Q2 2021 | $5,415,000 | – | 200,716 | – | 0.43% | – |
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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% |