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 | $533,861 | -6.7% | 20,376 | -3.3% | 0.14% | +2.2% |
| Q2 2023 | $572,302 | +9.9% | 21,079 | +3.2% | 0.14% | +1.5% |
| Q1 2023 | $520,561 | +5.2% | 20,430 | +0.2% | 0.13% | -3.6% |
| Q4 2022 | $494,854 | -7.6% | 20,381 | -15.4% | 0.14% | -19.2% |
| Q3 2022 | $535,486 | +13.7% | 24,078 | +19.2% | 0.17% | +16.2% |
| Q2 2022 | $471,000 | -16.5% | 20,199 | -1.2% | 0.15% | +1.4% |
| Q1 2022 | $564,000 | -6.5% | 20,449 | -1.8% | 0.15% | -5.8% |
| Q4 2021 | $603,000 | +7.3% | 20,824 | -1.5% | 0.16% | -8.3% |
| Q3 2021 | $562,000 | -7.3% | 21,141 | -5.8% | 0.17% | -3.4% |
| Q2 2021 | $606,000 | – | 22,449 | – | 0.18% | – |
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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% |