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 | $101,639,628 | -1.5% | 3,879,375 | +2.1% | 9.36% | -0.5% |
| Q2 2023 | $103,152,339 | +12.7% | 3,799,350 | +5.7% | 9.40% | +3.8% |
| Q1 2023 | $91,567,466 | +0.6% | 3,593,700 | -4.1% | 9.06% | -7.4% |
| Q4 2022 | $90,992,682 | +9.6% | 3,747,639 | +0.4% | 9.79% | +0.4% |
| Q3 2022 | $82,997,000 | -4.2% | 3,731,888 | +0.4% | 9.75% | +2.3% |
| Q2 2022 | $86,637,000 | -12.7% | 3,718,330 | +3.3% | 9.53% | -1.2% |
| Q1 2022 | $99,273,000 | -13.4% | 3,599,474 | -9.0% | 9.65% | -5.4% |
| Q4 2021 | $114,587,000 | +0.2% | 3,955,350 | -7.6% | 10.20% | -13.1% |
| Q3 2021 | $114,311,000 | +0.2% | 4,282,896 | +1.3% | 11.74% | -1.0% |
| Q2 2021 | $114,038,000 | – | 4,226,752 | – | 11.86% | – |
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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% |