Geneos Wealth Management Inc. - 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
Geneos Wealth Management Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$2,461,542
-19.5%
93,952
-16.6%
0.13%
-20.6%
Q2 2023$3,058,040
+6.9%
112,635
+0.3%
0.16%
-8.0%
Q1 2023$2,860,512
+3305.4%
112,265
+3585.7%
0.17%
+4250.0%
Q1 2022$84,0003,0460.00%
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