DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 17 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $7,528,621 | +14.1% | 262,687 | +5.3% | 2.82% | +4.3% |
| Q3 2023 | $6,600,250 | -3.4% | 249,443 | -0.9% | 2.71% | +1.0% |
| Q2 2023 | $6,833,503 | -4.3% | 251,694 | -10.2% | 2.68% | -8.8% |
| Q1 2023 | $7,139,861 | -70.0% | 280,214 | -71.4% | 2.94% | -63.8% |
| Q4 2022 | $23,824,179 | +5.9% | 981,226 | -0.4% | 8.12% | -6.4% |
| Q3 2022 | $22,488,000 | -3.4% | 985,004 | -0.4% | 8.67% | -6.6% |
| Q2 2022 | $23,275,000 | -14.3% | 988,750 | +4.9% | 9.28% | -11.6% |
| Q4 2021 | $27,157,000 | +3.3% | 942,940 | +0.7% | 10.50% | +4.1% |
| Q3 2021 | $26,278,000 | +10.6% | 936,165 | +4.4% | 10.09% | -4.8% |
| Q2 2021 | $23,759,000 | – | 896,576 | – | 10.60% | – |
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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% |