Lutz Financial Services LLC - DIMENSIONAL ETF TRUST ownership

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
Lutz Financial Services LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$15,961,164
+11.4%
609,205
+15.5%
1.74%
+12.8%
Q2 2023$14,325,407
+32.7%
527,639
+24.6%
1.54%
+25.1%
Q1 2023$10,793,178
+93.4%
423,594
+84.2%
1.23%
+79.6%
Q4 2022$5,582,142229,9070.69%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Onyx Financial Advisors, LLC 2,919,473$74,388,16868.47%
SJS Investment Consulting Inc. 8,298,796$211,453,31857.64%
Geometric Wealth Advisors 5,595,967$142,025,64149.59%
Greenspring Advisors, LLC 7,781,335$198,268,39743.29%
Chico Wealth RIA 1,287,983$32,817,80742.22%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,868,958$47,621,04142.18%
Core Wealth Management, Inc. 2,858,512$72,834,89539.33%
Rockwood Wealth Management, LLC 7,630,693$194,430,06738.39%
GRAND WEALTH MANAGEMENT, LLC 2,500,059$63,701,50838.30%
Shearwater Capital LLC 1,589,587$40,502,67637.62%
View complete list of DIMENSIONAL ETF TRUST shareholders