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 | $38,676,748 | +2.9% | 1,476,212 | +6.6% | 12.86% | +3.5% |
| Q2 2023 | $37,584,689 | +17.3% | 1,384,335 | +10.1% | 12.42% | +6.4% |
| Q1 2023 | $32,031,294 | +26.6% | 1,257,115 | +20.6% | 11.68% | +11.3% |
| Q4 2022 | $25,305,473 | +35.8% | 1,042,235 | +24.4% | 10.48% | +12.5% |
| Q3 2022 | $18,631,000 | -3.7% | 837,703 | +0.8% | 9.32% | +3.2% |
| Q2 2022 | $19,356,000 | -2.9% | 830,730 | +14.9% | 9.02% | -4.8% |
| Q1 2022 | $19,939,000 | +24.3% | 722,955 | +30.6% | 9.48% | +7.1% |
| Q4 2021 | $16,039,000 | – | 553,652 | – | 8.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,982,371 | $80,971,379 | 69.20% |
| SJS Investment Consulting Inc. | 8,501,610 | $230,818,706 | 57.94% |
| Greenspring Advisors, LLC | 6,841,536 | $185,747,711 | 57.01% |
| Geometric Wealth Advisors | 5,874,755 | $161,673,250 | 50.32% |
| Chico Wealth RIA | 1,376,667 | $37,376,509 | 44.54% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,904,284 | $51,701,301 | 42.99% |
| Syverson Strege & Co | 3,461,579 | $93,981,867 | 40.24% |
| Core Wealth Management, Inc. | 2,890,656 | $78,481,303 | 39.84% |
| GRAND WEALTH MANAGEMENT, LLC | 2,405,966 | $65,321,977 | 38.84% |
| Shearwater Capital LLC | 1,633,557 | $44,351,061 | 38.78% |