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% | – |
Download |
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% |