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 | $568,016 | -6.3% | 21,680 | -2.9% | 0.23% | +3.2% |
| Q2 2023 | $605,990 | +5.1% | 22,320 | -1.3% | 0.22% | -1.3% |
| Q1 2023 | $576,358 | +6.6% | 22,620 | +1.6% | 0.22% | +2.7% |
| Q4 2022 | $540,424 | +9.2% | 22,258 | 0.0% | 0.22% | +2.3% |
| Q3 2022 | $495,000 | -4.8% | 22,258 | -0.3% | 0.21% | +0.5% |
| Q2 2022 | $520,000 | -21.0% | 22,333 | -1.6% | 0.21% | -6.2% |
| Q4 2021 | $658,000 | +10.6% | 22,704 | +1.3% | 0.23% | +1.8% |
| Q3 2021 | $595,000 | -1.8% | 22,404 | -0.2% | 0.22% | -5.9% |
| Q2 2021 | $606,000 | – | 22,444 | – | 0.24% | – |
Download | ||||||
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% |