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 | $7,720,171 | -5.3% | 294,662 | -1.9% | 3.40% | -4.4% |
| Q2 2023 | $8,154,046 | +3.5% | 300,333 | -2.8% | 3.55% | -2.0% |
| Q1 2023 | $7,875,663 | +5.0% | 309,092 | +0.0% | 3.62% | -0.3% |
| Q4 2022 | $7,503,173 | +8.2% | 309,027 | -0.9% | 3.63% | -0.4% |
| Q3 2022 | $6,935,000 | -5.7% | 311,805 | -1.2% | 3.65% | +1.5% |
| Q2 2022 | $7,352,000 | -15.8% | 315,537 | -0.1% | 3.59% | -19.6% |
| Q1 2022 | $8,735,000 | +4.4% | 315,902 | +9.4% | 4.47% | +136.1% |
| Q4 2021 | $8,366,000 | -2.7% | 288,774 | -10.7% | 1.89% | -5.0% |
| Q3 2021 | $8,594,000 | +1.9% | 323,432 | -0.0% | 1.99% | -1.0% |
| Q2 2021 | $8,432,000 | – | 323,553 | – | 2.01% | – |
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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% |