DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 644 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,603,715 | +0.6% | 3,496,325 | +4.3% | 0.03% | +3.2% |
| Q2 2023 | $91,035,633 | +104.4% | 3,353,062 | +91.8% | 0.03% | +93.8% |
| Q1 2023 | $44,536,492 | +1.4% | 1,747,900 | -3.4% | 0.02% | 0.0% |
| Q4 2022 | $43,933,956 | +20.0% | 1,809,471 | +9.9% | 0.02% | 0.0% |
| Q3 2022 | $36,617,000 | -1.7% | 1,646,441 | +3.0% | 0.02% | +6.7% |
| Q2 2022 | $37,250,000 | -22.0% | 1,598,703 | -7.7% | 0.02% | -6.2% |
| Q1 2022 | $47,761,000 | +4.4% | 1,731,726 | +9.7% | 0.02% | +23.1% |
| Q4 2021 | $45,742,000 | +11.7% | 1,578,926 | +2.5% | 0.01% | 0.0% |
| Q3 2021 | $40,947,000 | -3.4% | 1,541,114 | -1.9% | 0.01% | -7.1% |
| Q2 2021 | $42,387,000 | – | 1,571,036 | – | 0.01% | – |
Download | ||||||
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% |