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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,577,823 | +7.9% | 480,070 | +11.8% | 9.64% | +10.9% |
| Q2 2023 | $11,653,922 | +11.9% | 429,242 | +5.6% | 8.69% | +6.8% |
| Q1 2023 | $10,418,490 | +20.4% | 406,496 | +14.0% | 8.14% | +11.3% |
| Q4 2022 | $8,655,488 | +37.9% | 356,486 | +26.3% | 7.31% | +25.3% |
| Q3 2022 | $6,276,000 | +6.8% | 282,194 | +21.8% | 5.84% | +22.4% |
| Q2 2022 | $5,875,000 | +50.0% | 231,760 | +63.2% | 4.77% | +60.8% |
| Q1 2022 | $3,917,000 | +77.6% | 142,013 | +86.5% | 2.96% | +79.7% |
| Q4 2021 | $2,206,000 | +7.6% | 76,145 | +0.2% | 1.65% | -3.8% |
| Q2 2021 | $2,050,000 | – | 75,999 | – | 1.72% | – |
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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% |