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 | $521,658 | -10.0% | 19,911 | -6.7% | 0.22% | -6.0% |
| Q2 2023 | $579,380 | +24.6% | 21,340 | +16.9% | 0.23% | +17.2% |
| Q1 2023 | $465,156 | +79.4% | 18,256 | +70.9% | 0.20% | +67.8% |
| Q4 2022 | $259,304 | +10.8% | 10,680 | +1.7% | 0.12% | +5.4% |
| Q3 2022 | $234,000 | +12.0% | 10,506 | +17.1% | 0.11% | +12.0% |
| Q2 2022 | $209,000 | -25.4% | 8,973 | -11.8% | 0.10% | -16.0% |
| Q1 2022 | $280,000 | -3.8% | 10,168 | +1.2% | 0.12% | -1.7% |
| Q4 2021 | $291,000 | +17.8% | 10,051 | +7.9% | 0.12% | +7.1% |
| Q3 2021 | $247,000 | +18.2% | 9,315 | +20.5% | 0.11% | +15.3% |
| Q2 2021 | $209,000 | – | 7,731 | – | 0.10% | – |
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% |