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 | $7,396,926 | -0.4% | 282,325 | +3.2% | 7.63% | +4.9% |
| Q2 2023 | $7,426,000 | +13.9% | 273,509 | +6.9% | 7.27% | +8.4% |
| Q1 2023 | $6,522,000 | +527.7% | 255,960 | +497.9% | 6.71% | +461.3% |
| Q4 2022 | $1,039,000 | +6.3% | 42,810 | -2.5% | 1.20% | -18.8% |
| Q3 2022 | $977,000 | +2.4% | 43,929 | +7.3% | 1.47% | +3.4% |
| Q2 2022 | $954,000 | -17.4% | 40,925 | -2.3% | 1.42% | -46.1% |
| Q1 2022 | $1,155,000 | -3.6% | 41,876 | +1.3% | 2.64% | +81.1% |
| Q4 2021 | $1,198,000 | +24.8% | 41,345 | +14.5% | 1.46% | -49.0% |
| Q3 2021 | $960,000 | -87.0% | 36,119 | -86.8% | 2.86% | -3.0% |
| Q2 2021 | $7,387,000 | – | 273,790 | – | 2.95% | – |
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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% |