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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,237,069 | -3.2% | 85,384 | +0.4% | 0.98% | -0.2% |
| Q2 2023 | $2,309,860 | +6.9% | 85,078 | +0.3% | 0.99% | -2.6% |
| Q1 2023 | $2,160,420 | +5.2% | 84,789 | +0.2% | 1.01% | +0.1% |
| Q4 2022 | $2,053,832 | +9.7% | 84,589 | +0.5% | 1.01% | -3.3% |
| Q3 2022 | $1,872,000 | -4.2% | 84,169 | +0.4% | 1.05% | +1.8% |
| Q2 2022 | $1,954,000 | -21.8% | 83,851 | -2.8% | 1.03% | -11.4% |
| Q4 2021 | $2,499,000 | +5.1% | 86,264 | -3.6% | 1.16% | -7.6% |
| Q3 2021 | $2,377,000 | -1.2% | 89,455 | +0.3% | 1.26% | -5.6% |
| Q2 2021 | $2,407,000 | – | 89,211 | – | 1.33% | – |
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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% |