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 | $1,868,194 | -3.5% | 71,305 | 0.0% | 0.37% | +1.6% |
Q2 2023 | $1,935,934 | +6.6% | 71,305 | 0.0% | 0.36% | -5.4% |
Q1 2023 | $1,816,854 | +4.9% | 71,305 | 0.0% | 0.39% | -1.5% |
Q4 2022 | $1,731,288 | +9.2% | 71,305 | 0.0% | 0.39% | -1.0% |
Q3 2022 | $1,586,000 | -4.5% | 71,305 | 0.0% | 0.40% | -1.5% |
Q2 2022 | $1,661,000 | -15.6% | 71,305 | 0.0% | 0.40% | -2.2% |
Q1 2022 | $1,967,000 | -5.2% | 71,305 | -0.5% | 0.41% | -1.4% |
Q4 2021 | $2,075,000 | +9.5% | 71,630 | +0.4% | 0.42% | +0.7% |
Q3 2021 | $1,895,000 | -1.3% | 71,338 | +0.3% | 0.41% | -4.4% |
Q2 2021 | $1,919,000 | – | 71,140 | – | 0.43% | – |
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% |