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 | $15,071,641 | +3.3% | 575,253 | +7.0% | 13.24% | -14.9% |
| Q2 2023 | $14,594,085 | +11.1% | 537,535 | +4.3% | 15.55% | -16.1% |
| Q1 2023 | $13,137,362 | +14.0% | 515,595 | +8.6% | 18.52% | +2.5% |
| Q4 2022 | $11,523,370 | +177.3% | 474,603 | +153.9% | 18.06% | +133.9% |
| Q3 2022 | $4,156,000 | +8.7% | 186,892 | +13.9% | 7.72% | +15.0% |
| Q2 2022 | $3,825,000 | +27.0% | 164,149 | +50.4% | 6.71% | +119.3% |
| Q1 2022 | $3,012,000 | +54.8% | 109,174 | +62.5% | 3.06% | +69.6% |
| Q4 2021 | $1,946,000 | -42.0% | 67,179 | -46.8% | 1.80% | +50.7% |
| Q3 2021 | $3,356,000 | +96.9% | 126,324 | +100.0% | 1.20% | -1.2% |
| Q2 2021 | $1,704,000 | – | 63,162 | – | 1.21% | – |
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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% |