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 | $13,645,433 | -3.3% | 520,818 | +0.2% | 3.11% | +5.1% |
| Q2 2023 | $14,115,085 | +9.2% | 519,893 | +2.5% | 2.96% | +2.6% |
| Q1 2023 | $12,923,219 | +10.2% | 507,191 | +5.0% | 2.89% | +1.4% |
| Q4 2022 | $11,731,096 | +24.2% | 483,159 | +13.7% | 2.84% | +10.9% |
| Q3 2022 | $9,449,000 | -21.3% | 424,878 | -17.5% | 2.56% | -21.4% |
| Q2 2022 | $12,003,000 | -14.6% | 515,164 | +1.1% | 3.26% | -2.9% |
| Q1 2022 | $14,060,000 | +7.2% | 509,781 | +12.6% | 3.36% | +3.1% |
| Q4 2021 | $13,115,000 | +20.2% | 452,699 | +12.0% | 3.26% | +5.1% |
| Q2 2021 | $10,907,000 | – | 404,245 | – | 3.10% | – |
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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% |