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 | $22,776,651 | +289.9% | 869,338 | +304.0% | 1.54% | +271.9% |
| Q2 2023 | $5,842,232 | +6.6% | 215,183 | 0.0% | 0.41% | -2.1% |
| Q1 2023 | $5,482,875 | +4.9% | 215,183 | 0.0% | 0.42% | -17.1% |
| Q4 2022 | $5,224,655 | +8.2% | 215,183 | -0.9% | 0.51% | +1.0% |
| Q3 2022 | $4,829,000 | -4.5% | 217,149 | 0.0% | 0.50% | +5.7% |
| Q2 2022 | $5,059,000 | -17.0% | 217,149 | -1.7% | 0.48% | -6.8% |
| Q1 2022 | $6,093,000 | -4.8% | 220,938 | 0.0% | 0.51% | -4.8% |
| Q4 2021 | $6,400,000 | +9.0% | 220,938 | -0.0% | 0.54% | -18.9% |
| Q3 2021 | $5,870,000 | -1.5% | 220,950 | 0.0% | 0.66% | -7.4% |
| Q2 2021 | $5,961,000 | – | 220,950 | – | 0.72% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 3,036,695 | $79,561,398 | 68.38% |
| SJS Investment Consulting Inc. | 8,868,609 | $232,357,547 | 58.31% |
| Greenspring Advisors, LLC | 6,899,440 | $180,765,307 | 57.07% |
| Geometric Wealth Advisors | 6,019,948 | $157,722,637 | 49.16% |
| Chico Wealth RIA | 1,408,756 | $36,909,407 | 44.15% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,896,232 | $49,681,276 | 42.72% |
| Syverson Strege & Co | 3,484,322 | $91,289,241 | 40.85% |
| Core Wealth Management, Inc. | 2,948,356 | $77,246,937 | 39.94% |
| Shearwater Capital LLC | 1,660,632 | $43,508,559 | 39.33% |
| GRAND WEALTH MANAGEMENT, LLC | 2,395,919 | $62,773,088 | 38.44% |