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 | $19,024,309 | -4.8% | 726,119 | -1.3% | 17.89% | -0.3% |
| Q2 2023 | $19,973,719 | -4.6% | 735,680 | -10.5% | 17.94% | -3.9% |
| Q1 2023 | $20,941,374 | -2.9% | 821,875 | -7.4% | 18.68% | -4.9% |
| Q4 2022 | $21,557,630 | +10.1% | 887,876 | +0.8% | 19.64% | -1.0% |
| Q3 2022 | $19,584,000 | -3.4% | 880,569 | +1.2% | 19.85% | +1.8% |
| Q2 2022 | $20,279,000 | -17.6% | 870,354 | -2.5% | 19.49% | -23.9% |
| Q1 2022 | $24,617,000 | +5.7% | 892,569 | +11.1% | 25.60% | +1.1% |
| Q4 2021 | $23,280,000 | – | 803,589 | – | 25.31% | – |
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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% |