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 | $83,818,245 | +0.9% | 3,199,156 | +4.6% | 0.12% | -16.8% |
| Q2 2023 | $83,051,596 | -12.2% | 3,059,018 | -17.6% | 0.15% | -16.3% |
| Q1 2023 | $94,609,352 | +7.0% | 3,713,120 | +1.9% | 0.18% | -0.6% |
| Q4 2022 | $88,449,829 | +71.6% | 3,642,859 | +57.1% | 0.18% | +51.7% |
| Q3 2022 | $51,557,000 | +5.9% | 2,318,193 | +11.0% | 0.12% | +10.3% |
| Q2 2022 | $48,665,000 | +812.9% | 2,088,501 | +980.7% | 0.11% | +970.0% |
| Q1 2022 | $5,331,000 | -90.5% | 193,261 | -90.0% | 0.01% | -90.6% |
| Q4 2021 | $55,991,000 | +6.1% | 1,932,631 | -2.7% | 0.11% | -3.6% |
| Q3 2021 | $52,778,000 | -20.2% | 1,986,190 | -18.9% | 0.11% | -23.1% |
| Q2 2021 | $66,114,000 | – | 2,450,528 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,982,371 | $80,971,379 | 69.20% |
| SJS Investment Consulting Inc. | 8,501,610 | $230,818,706 | 57.94% |
| Greenspring Advisors, LLC | 6,841,536 | $185,747,711 | 57.01% |
| Geometric Wealth Advisors | 5,874,755 | $161,673,250 | 50.32% |
| Chico Wealth RIA | 1,376,667 | $37,376,509 | 44.54% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,904,284 | $51,701,301 | 42.99% |
| Syverson Strege & Co | 3,461,579 | $93,981,867 | 40.24% |
| Core Wealth Management, Inc. | 2,890,656 | $78,481,303 | 39.84% |
| GRAND WEALTH MANAGEMENT, LLC | 2,405,966 | $65,321,977 | 38.84% |
| Shearwater Capital LLC | 1,633,557 | $44,351,061 | 38.78% |