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 | $32,424,515 | -8.7% | 1,237,577 | -3.0% | 19.00% | -1.8% |
Q2 2023 | $35,508,366 | +7.0% | 1,275,902 | -2.0% | 19.35% | -1.9% |
Q1 2023 | $33,173,416 | +8.6% | 1,301,939 | +3.5% | 19.73% | +0.4% |
Q4 2022 | $30,549,812 | +14.0% | 1,258,229 | +4.4% | 19.65% | -2.9% |
Q3 2022 | $26,800,000 | -3.7% | 1,205,026 | +0.9% | 20.24% | +0.5% |
Q2 2022 | $27,820,000 | -20.0% | 1,193,980 | -5.3% | 20.15% | -21.0% |
Q1 2022 | $34,781,000 | -7.1% | 1,261,079 | -2.4% | 25.50% | -6.3% |
Q4 2021 | $37,447,000 | – | 1,292,613 | – | 27.21% | – |
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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% |