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 | $42,944,788 | +2.9% | 1,639,114 | +6.6% | 26.24% | -7.4% |
| Q2 2023 | $41,739,341 | +11.6% | 1,537,361 | +4.7% | 28.34% | +5.2% |
| Q1 2023 | $37,413,121 | +8.0% | 1,468,333 | +2.9% | 26.95% | -2.0% |
| Q4 2022 | $34,640,634 | +10.7% | 1,426,715 | +1.4% | 27.51% | -7.8% |
| Q3 2022 | $31,288,000 | -5.7% | 1,406,816 | -1.2% | 29.84% | -1.7% |
| Q2 2022 | $33,184,000 | -16.3% | 1,424,207 | -0.9% | 30.35% | -7.9% |
| Q1 2022 | $39,627,000 | +2.3% | 1,436,809 | +0.2% | 32.96% | +4.4% |
| Q4 2021 | $38,750,000 | – | 1,434,120 | – | 31.57% | – |
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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% |