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 | $60,035,689 | +7.2% | 2,291,438 | +11.1% | 12.22% | -9.6% |
| Q2 2023 | $56,008,794 | +14.5% | 2,062,939 | +7.4% | 13.52% | -1.8% |
| Q1 2023 | $48,927,902 | +40.6% | 1,920,247 | +34.0% | 13.77% | +16.3% |
| Q4 2022 | $34,791,820 | -4.4% | 1,432,942 | -1.1% | 11.84% | -3.7% |
| Q3 2022 | $36,410,000 | +109.5% | 1,448,302 | +94.1% | 12.30% | +44.3% |
| Q2 2022 | $17,382,000 | +72.7% | 746,004 | +104.4% | 8.52% | +37.5% |
| Q1 2022 | $10,067,000 | +47.4% | 364,999 | +54.9% | 6.20% | +19.4% |
| Q4 2021 | $6,828,000 | -9.0% | 235,705 | -9.0% | 5.19% | -7.6% |
| Q3 2021 | $7,502,000 | – | 259,045 | – | 5.62% | – |
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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% |