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 | $113,780,862 | +0.2% | 4,342,781 | +3.8% | 0.31% | +3.3% |
| Q2 2023 | $113,581,401 | +6.8% | 4,183,477 | +0.2% | 0.30% | +14.5% |
| Q1 2023 | $106,379,790 | +105622.2% | 4,175,031 | +0.7% | 0.26% | -1.1% |
| Q4 2022 | $100,622 | -99.8% | 4,144,235 | +75.9% | 0.26% | +72.1% |
| Q3 2022 | $52,411,000 | +6426.9% | 2,356,601 | +6741.8% | 0.15% | +7600.0% |
| Q2 2022 | $803,000 | -14.2% | 34,444 | +1.5% | 0.00% | 0.0% |
| Q1 2022 | $936,000 | +108.9% | 33,929 | +119.6% | 0.00% | +100.0% |
| Q4 2021 | $448,000 | +24.8% | 15,452 | +14.2% | 0.00% | 0.0% |
| Q3 2021 | $359,000 | -69.6% | 13,525 | -69.1% | 0.00% | -66.7% |
| Q2 2021 | $1,181,000 | – | 43,756 | – | 0.00% | – |
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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% |