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 | $3,025,283 | +21.9% | 115,579 | +25.0% | 0.15% | -52.7% |
| Q2 2023 | $2,482,369 | -1.2% | 92,488 | -6.2% | 0.32% | +153.2% |
| Q1 2023 | $2,511,669 | -27.6% | 98,561 | -31.0% | 0.13% | -21.7% |
| Q4 2022 | $3,467,639 | +94.2% | 142,819 | +77.8% | 0.16% | +50.5% |
| Q3 2022 | $1,786,000 | -3.9% | 80,308 | +0.7% | 0.11% | 0.0% |
| Q2 2022 | $1,858,000 | -18.3% | 79,749 | -3.3% | 0.11% | +28.9% |
| Q1 2022 | $2,275,000 | -4.7% | 82,505 | +0.2% | 0.08% | -4.6% |
| Q4 2021 | $2,386,000 | – | 82,348 | – | 0.09% | – |
Download | ||||||
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% |