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 | $5,229,067 | -3.8% | 199,583 | -0.3% | 0.84% | -23.0% |
| Q2 2023 | $5,437,282 | +6.4% | 200,268 | -0.1% | 1.09% | -2.2% |
| Q1 2023 | $5,108,468 | +7.2% | 200,489 | +2.1% | 1.12% | -3.3% |
| Q4 2022 | $4,765,808 | +24.5% | 196,285 | +14.1% | 1.15% | +8.9% |
| Q3 2022 | $3,827,000 | +1.4% | 172,061 | +6.3% | 1.06% | +35.4% |
| Q2 2022 | $3,773,000 | +17.7% | 161,936 | +39.3% | 0.78% | +0.4% |
| Q1 2022 | $3,206,000 | +18.9% | 116,242 | +24.9% | 0.78% | +31.1% |
| Q4 2021 | $2,697,000 | +9.0% | 93,096 | -0.0% | 0.59% | -12.8% |
| Q3 2021 | $2,475,000 | -1.5% | 93,132 | +0.0% | 0.68% | -14.8% |
| Q2 2021 | $2,512,000 | – | 93,119 | – | 0.80% | – |
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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% |