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 | $153,319,559 | -1.6% | 5,851,892 | +2.0% | 30.32% | -9.3% |
Q2 2023 | $155,803,764 | +12.0% | 5,738,629 | +5.1% | 33.44% | +2.5% |
Q1 2023 | $139,085,198 | +106383.2% | 5,458,603 | +1.5% | 32.64% | -5.6% |
Q4 2022 | $130,617 | -99.9% | 5,379,603 | +18.6% | 34.59% | +4.6% |
Q3 2022 | $100,901,000 | -0.9% | 4,536,925 | +3.8% | 33.08% | +11.9% |
Q2 2022 | $101,823,000 | -15.8% | 4,370,095 | -0.4% | 29.55% | -3.4% |
Q1 2022 | $121,001,000 | +5.7% | 4,387,278 | +11.0% | 30.58% | +6.1% |
Q4 2021 | $114,457,000 | – | 3,950,896 | – | 28.81% | – |
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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% |