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 | $8,212,207 | +16.2% | 313,443 | +20.4% | 5.27% | +15.8% |
| Q2 2023 | $7,067,552 | +6.3% | 260,315 | -0.2% | 4.55% | +5.8% |
| Q1 2023 | $6,645,643 | +12.5% | 260,818 | +7.2% | 4.30% | +5.2% |
| Q4 2022 | $5,905,357 | +16.7% | 243,219 | +6.9% | 4.09% | +2.2% |
| Q3 2022 | $5,062,000 | +7.0% | 227,599 | +12.1% | 4.00% | +13.4% |
| Q2 2022 | $4,729,000 | +37.7% | 202,970 | +63.0% | 3.53% | +15.3% |
| Q1 2022 | $3,434,000 | +10.1% | 124,516 | +15.7% | 3.06% | +11.1% |
| Q4 2021 | $3,119,000 | +9.4% | 107,651 | +0.3% | 2.75% | -16.3% |
| Q3 2021 | $2,852,000 | – | 107,327 | – | 3.29% | – |
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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% |