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 | $163,337,944 | +6.7% | 6,234,273 | +10.5% | 20.74% | +6.9% |
| Q2 2023 | $153,138,400 | +18.4% | 5,640,457 | +11.2% | 19.40% | +12.8% |
| Q1 2023 | $129,288,908 | -1.1% | 5,074,133 | -5.8% | 17.19% | +5.9% |
| Q4 2022 | $130,745,171 | +22.6% | 5,384,892 | +12.3% | 16.23% | -3.4% |
| Q3 2022 | $106,676,000 | -2.8% | 4,796,599 | +1.8% | 16.80% | -0.7% |
| Q2 2022 | $109,780,000 | -20.4% | 4,711,616 | -5.8% | 16.91% | -1.7% |
| Q1 2022 | $137,932,000 | -5.8% | 5,001,151 | -1.1% | 17.21% | +0.4% |
| Q4 2021 | $146,470,000 | +3.5% | 5,055,920 | -5.1% | 17.14% | -0.6% |
| Q3 2021 | $141,572,000 | -5.8% | 5,328,266 | -4.3% | 17.24% | -12.4% |
| Q2 2021 | $150,273,000 | – | 5,569,777 | – | 19.68% | – |
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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% |