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 | $76,680 | -1.3% | 2,926,718 | +2.3% | 24.38% | -1.8% |
| Q2 2023 | $77,671 | +10.0% | 2,860,837 | +3.2% | 24.82% | +5.5% |
| Q1 2023 | $70,614 | +7.7% | 2,771,383 | +2.6% | 23.53% | -28.2% |
| Q4 2022 | $65,577 | -99.9% | 2,700,897 | +0.5% | 32.78% | -25.8% |
| Q3 2022 | $59,778,000 | -2.8% | 2,687,872 | +1.8% | 44.19% | -13.6% |
| Q2 2022 | $61,517,000 | -17.3% | 2,641,133 | -2.1% | 51.14% | -22.8% |
| Q1 2022 | $74,369,000 | -0.7% | 2,696,496 | +4.3% | 66.27% | -4.2% |
| Q4 2021 | $74,927,000 | – | 2,586,370 | – | 69.15% | – |
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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% |