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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $7,012,556 | +9.6% | 239,910 | -1.8% | 0.97% | +12.8% |
Q3 2023 | $6,400,024 | -0.8% | 244,276 | +2.8% | 0.86% | -7.0% |
Q2 2023 | $6,452,648 | +35.1% | 237,667 | +26.8% | 0.93% | +23.0% |
Q1 2023 | $4,777,634 | -7.7% | 187,505 | -12.1% | 0.75% | -17.3% |
Q4 2022 | $5,178,290 | +25.0% | 213,274 | +14.5% | 0.91% | -12.3% |
Q3 2022 | $4,143,000 | -5.6% | 186,275 | -1.1% | 1.04% | -16.0% |
Q2 2022 | $4,387,000 | -35.6% | 188,266 | -23.8% | 1.24% | -27.1% |
Q1 2022 | $6,815,000 | +94.8% | 247,085 | +104.6% | 1.70% | +86.4% |
Q4 2021 | $3,499,000 | +6.2% | 120,768 | -2.6% | 0.91% | -15.3% |
Q3 2021 | $3,294,000 | -1.8% | 123,988 | -0.2% | 1.08% | +1.6% |
Q2 2021 | $3,353,000 | – | 124,284 | – | 1.06% | – |
Download |
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% |