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 | $2,028,118 | -9.3% | 77,409 | -6.0% | 1.16% | -7.0% |
| Q2 2023 | $2,235,038 | +7.5% | 82,322 | +0.9% | 1.25% | +1.3% |
| Q1 2023 | $2,078,332 | +7.0% | 81,567 | +2.0% | 1.23% | -0.3% |
| Q4 2022 | $1,941,927 | +20.7% | 79,981 | +10.6% | 1.24% | +2.4% |
| Q3 2022 | $1,609,000 | +9.0% | 72,328 | +14.1% | 1.21% | +12.0% |
| Q2 2022 | $1,476,000 | -24.0% | 63,363 | -10.0% | 1.08% | -16.4% |
| Q1 2022 | $1,942,000 | -6.6% | 70,411 | -2.0% | 1.29% | -9.2% |
| Q4 2021 | $2,080,000 | – | 71,815 | – | 1.42% | – |
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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% |