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 | $24,949 | -99.9% | 952,063 | -2.4% | 6.21% | -5.1% |
| Q2 2023 | $26,483,681 | -8.6% | 975,458 | -14.5% | 6.54% | +9.4% |
| Q1 2023 | $28,984,909 | +17.2% | 1,140,874 | +2.6% | 5.98% | -9.3% |
| Q3 2022 | $24,732,000 | +949.3% | 1,112,392 | +999.2% | 6.60% | +590.0% |
| Q2 2022 | $2,357,000 | -13.0% | 101,197 | +1.4% | 0.96% | -2.2% |
| Q1 2022 | $2,709,000 | +180.1% | 99,761 | +198.7% | 0.98% | +2228.6% |
| Q4 2021 | $967,000 | +18.9% | 33,393 | +9.1% | 0.04% | -85.5% |
| Q3 2021 | $813,000 | -1.5% | 30,609 | +0.1% | 0.29% | -9.7% |
| Q2 2021 | $825,000 | – | 30,564 | – | 0.32% | – |
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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% |