DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 644 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,008,430 | -35.6% | 76,658 | -33.3% | 1.30% | -36.3% |
| Q2 2023 | $3,118,494 | -32.6% | 114,862 | -36.7% | 2.05% | -33.8% |
| Q1 2023 | $4,625,721 | +15.7% | 181,543 | +10.2% | 3.10% | +5.6% |
| Q4 2022 | $3,998,393 | +54.7% | 164,678 | +41.7% | 2.93% | +41.0% |
| Q3 2022 | $2,584,000 | +9.6% | 116,178 | +14.8% | 2.08% | +13.7% |
| Q2 2022 | $2,358,000 | -6.5% | 101,194 | +10.6% | 1.83% | +20.4% |
| Q1 2022 | $2,523,000 | – | 91,471 | – | 1.52% | – |
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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% |