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 | $63,953,679 | +7.1% | 2,440,980 | +4.2% | 22.18% | -2.7% |
Q1 2023 | $59,686,731 | +10.0% | 2,342,493 | +4.8% | 22.80% | -2.3% |
Q4 2022 | $54,245,600 | +37.0% | 2,234,168 | +25.5% | 23.34% | +7.4% |
Q3 2022 | $39,584,000 | +5.1% | 1,779,845 | +13.0% | 21.72% | +4.7% |
Q2 2022 | $37,667,000 | -3.3% | 1,574,701 | +17.1% | 20.75% | +2.5% |
Q4 2021 | $38,959,000 | +7.6% | 1,344,819 | -0.1% | 20.24% | +1.6% |
Q3 2021 | $36,203,000 | – | 1,345,832 | – | 19.92% | – |
Download |
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% |