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 | $878,206 | -2.7% | 33,674 | +0.3% | 0.22% | -3.2% |
| Q2 2023 | $902,540 | +7.4% | 33,564 | +0.3% | 0.22% | +1.8% |
| Q1 2023 | $840,180 | +1.9% | 33,460 | -1.0% | 0.22% | 0.0% |
| Q4 2022 | $824,169 | +8.9% | 33,791 | +0.5% | 0.22% | -12.1% |
| Q3 2022 | $757,000 | -3.8% | 33,639 | +0.3% | 0.25% | +6.4% |
| Q2 2022 | $787,000 | -13.4% | 33,525 | +0.3% | 0.23% | +8.9% |
| Q1 2022 | $909,000 | +6.8% | 33,416 | +14.2% | 0.21% | -9.3% |
| Q4 2021 | $851,000 | +8.5% | 29,260 | +0.4% | 0.24% | -13.6% |
| Q3 2021 | $784,000 | +0.9% | 29,139 | +0.3% | 0.27% | +3.4% |
| Q2 2021 | $777,000 | – | 29,057 | – | 0.26% | – |
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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% |