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 | $20,047,496 | -2.8% | 765,173 | +0.7% | 11.14% | -3.2% |
| Q2 2023 | $20,630,084 | +9.1% | 759,854 | +2.4% | 11.50% | +1.7% |
| Q1 2023 | $18,904,115 | +9.0% | 741,921 | +3.9% | 11.31% | +1.1% |
| Q4 2022 | $17,344,748 | +11.6% | 714,365 | +2.2% | 11.19% | +2.8% |
| Q3 2022 | $15,540,000 | -7.1% | 698,744 | -2.7% | 10.89% | -8.7% |
| Q2 2022 | $16,734,000 | -18.0% | 718,177 | -2.9% | 11.92% | -16.6% |
| Q1 2022 | $20,401,000 | -5.3% | 739,863 | -0.5% | 14.29% | -3.0% |
| Q4 2021 | $21,552,000 | -43.2% | 743,948 | -47.9% | 14.74% | +7.8% |
| Q3 2021 | $37,927,000 | -1.2% | 1,427,418 | -0.7% | 13.68% | -13.4% |
| Q2 2021 | $38,379,000 | – | 1,437,941 | – | 15.79% | – |
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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% |