DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 17 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,920,208 | -3.5% | 302,298 | 0.0% | 3.13% | -1.3% |
| Q2 2023 | $8,207,391 | +6.6% | 302,298 | 0.0% | 3.17% | +0.6% |
| Q1 2023 | $7,702,553 | +14.6% | 302,298 | 0.0% | 3.15% | -5.6% |
| Q3 2022 | $6,723,000 | -4.6% | 302,298 | 0.0% | 3.34% | +3.6% |
| Q2 2022 | $7,044,000 | -15.5% | 302,298 | 0.0% | 3.22% | -4.4% |
| Q1 2022 | $8,337,000 | -5.2% | 302,298 | -0.4% | 3.37% | -5.1% |
| Q4 2021 | $8,796,000 | +9.0% | 303,635 | 0.0% | 3.55% | -1.0% |
| Q3 2021 | $8,068,000 | -2.0% | 303,635 | -0.5% | 3.59% | -3.2% |
| Q2 2021 | $8,229,000 | – | 305,020 | – | 3.71% | – |
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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% |