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 | $393,652 | -3.6% | 15,025 | +0.3% | 0.21% | -1.4% |
| Q2 2023 | $408,436 | +17.9% | 14,977 | +9.6% | 0.21% | +21.3% |
| Q1 2023 | $346,563 | +41.8% | 13,671 | +35.8% | 0.17% | +37.0% |
| Q4 2022 | $244,431 | -8.1% | 10,067 | -15.9% | 0.13% | -17.5% |
| Q3 2022 | $266,000 | -3.6% | 11,974 | +1.0% | 0.15% | 0.0% |
| Q2 2022 | $276,000 | +22.7% | 11,860 | +50.3% | 0.15% | +25.2% |
| Q4 2021 | $225,000 | – | 7,889 | – | 0.12% | – |
Download | ||||||
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% |