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 | $72,196,618 | +1.7% | 2,755,596 | +5.3% | 9.32% | -1.5% |
| Q2 2023 | $71,015,461 | +7.5% | 2,615,671 | +0.9% | 9.46% | -3.3% |
| Q1 2023 | $66,034,080 | +9.5% | 2,591,604 | +4.3% | 9.78% | +6.1% |
| Q4 2022 | $60,301,255 | +60.0% | 2,483,577 | +46.6% | 9.22% | +26.7% |
| Q3 2022 | $37,680,000 | -1.3% | 1,694,226 | +3.4% | 7.28% | +0.9% |
| Q2 2022 | $38,166,000 | -10.4% | 1,638,018 | +6.1% | 7.21% | -6.0% |
| Q1 2022 | $42,596,000 | +1.8% | 1,544,464 | +7.0% | 7.66% | -3.9% |
| Q4 2021 | $41,835,000 | +6.3% | 1,444,071 | -2.5% | 7.98% | -8.7% |
| Q3 2021 | $39,353,000 | +7.4% | 1,481,105 | +9.1% | 8.74% | -10.0% |
| Q2 2021 | $36,643,000 | – | 1,358,164 | – | 9.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,919,473 | $74,388,168 | 68.47% |
| SJS Investment Consulting Inc. | 8,298,796 | $211,453,318 | 57.64% |
| Geometric Wealth Advisors | 5,595,967 | $142,025,641 | 49.59% |
| Greenspring Advisors, LLC | 7,781,335 | $198,268,397 | 43.29% |
| Chico Wealth RIA | 1,287,983 | $32,817,807 | 42.22% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,868,958 | $47,621,041 | 42.18% |
| Core Wealth Management, Inc. | 2,858,512 | $72,834,895 | 39.33% |
| Rockwood Wealth Management, LLC | 7,630,693 | $194,430,067 | 38.39% |
| GRAND WEALTH MANAGEMENT, LLC | 2,500,059 | $63,701,508 | 38.30% |
| Shearwater Capital LLC | 1,589,587 | $40,502,676 | 37.62% |