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 | $9,432,598 | -3.7% | 360,023 | -0.3% | 1.55% | -1.5% |
| Q2 2023 | $9,800,094 | +6.1% | 360,961 | -0.9% | 1.57% | -3.6% |
| Q1 2023 | $9,236,453 | +4.4% | 364,366 | 0.0% | 1.63% | -2.9% |
| Q4 2022 | $8,846,812 | +8.1% | 364,366 | -1.0% | 1.68% | -4.2% |
| Q3 2022 | $8,182,000 | -4.5% | 367,897 | +0.0% | 1.75% | -12.9% |
| Q2 2022 | $8,570,000 | -16.1% | 367,796 | -0.7% | 2.01% | -5.5% |
| Q1 2022 | $10,212,000 | -6.0% | 370,253 | -1.3% | 2.13% | -2.4% |
| Q4 2021 | $10,865,000 | +6.5% | 375,039 | -2.3% | 2.18% | -3.9% |
| Q3 2021 | $10,199,000 | -2.8% | 383,838 | -1.4% | 2.27% | -3.9% |
| Q2 2021 | $10,498,000 | – | 389,114 | – | 2.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,982,371 | $80,971,379 | 69.20% |
| SJS Investment Consulting Inc. | 8,501,610 | $230,818,706 | 57.94% |
| Greenspring Advisors, LLC | 6,841,536 | $185,747,711 | 57.01% |
| Geometric Wealth Advisors | 5,874,755 | $161,673,250 | 50.32% |
| Chico Wealth RIA | 1,376,667 | $37,376,509 | 44.54% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,904,284 | $51,701,301 | 42.99% |
| Syverson Strege & Co | 3,461,579 | $93,981,867 | 40.24% |
| Core Wealth Management, Inc. | 2,890,656 | $78,481,303 | 39.84% |
| GRAND WEALTH MANAGEMENT, LLC | 2,405,966 | $65,321,977 | 38.84% |
| Shearwater Capital LLC | 1,633,557 | $44,351,061 | 38.78% |