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 | $3,210,031 | -3.6% | 122,520 | -0.1% | 0.12% | -4.8% |
| Q2 2023 | $3,328,600 | +3.3% | 122,600 | -3.1% | 0.13% | -6.7% |
| Q1 2023 | $3,223,083 | +2.2% | 126,495 | -2.6% | 0.14% | -10.6% |
| Q4 2022 | $3,152,682 | +13.0% | 129,847 | +3.5% | 0.15% | +2.0% |
| Q3 2022 | $2,790,000 | +8.9% | 125,429 | +14.1% | 0.15% | +9.6% |
| Q2 2022 | $2,562,000 | -10.8% | 109,943 | +5.6% | 0.14% | +1.5% |
| Q1 2022 | $2,871,000 | +0.7% | 104,080 | +5.7% | 0.13% | +3.9% |
| Q4 2021 | $2,851,000 | +153.4% | 98,424 | +132.4% | 0.13% | +124.6% |
| Q3 2021 | $1,125,000 | -2.4% | 42,348 | -0.9% | 0.06% | -6.6% |
| Q2 2021 | $1,153,000 | – | 42,730 | – | 0.06% | – |
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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% |