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 | $1,666,982 | +7.5% | 63,625 | +11.4% | 0.08% | +4.9% |
| Q2 2023 | $1,550,714 | -2.0% | 57,117 | -8.0% | 0.08% | -10.0% |
| Q1 2023 | $1,581,777 | +9.9% | 62,079 | +4.8% | 0.09% | 0.0% |
| Q4 2022 | $1,438,809 | +10.0% | 59,259 | +0.8% | 0.09% | -9.1% |
| Q3 2022 | $1,308,000 | +63.5% | 58,791 | +71.3% | 0.10% | +39.4% |
| Q2 2022 | $800,000 | -19.5% | 34,326 | 0.0% | 0.07% | -2.7% |
| Q4 2021 | $994,000 | +48.8% | 34,326 | +36.6% | 0.07% | +35.2% |
| Q3 2021 | $668,000 | -17.1% | 25,126 | -15.9% | 0.05% | +5.9% |
| Q2 2021 | $806,000 | – | 29,877 | – | 0.05% | – |
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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% |