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 | $586,740 | -16.8% | 22,395 | -13.8% | 0.52% | -10.1% |
| Q2 2023 | $705,396 | -0.4% | 25,981 | -6.5% | 0.58% | -3.8% |
| Q1 2023 | $708,229 | +5.2% | 27,795 | +0.2% | 0.60% | +2.4% |
| Q4 2022 | $673,417 | +9.3% | 27,735 | +0.1% | 0.58% | -2.7% |
| Q3 2022 | $616,000 | -4.6% | 27,718 | +0.0% | 0.60% | +9.7% |
| Q2 2022 | $646,000 | -3.3% | 27,705 | +14.3% | 0.55% | -12.6% |
| Q1 2022 | $668,000 | -22.1% | 24,234 | -18.1% | 0.63% | -13.2% |
| Q4 2021 | $857,000 | +9.3% | 29,599 | +0.3% | 0.72% | +11.6% |
| Q3 2021 | $784,000 | -2.0% | 29,499 | -0.6% | 0.65% | -9.7% |
| Q2 2021 | $800,000 | – | 29,670 | – | 0.72% | – |
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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% |