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 | $109,485,365 | -6.6% | 4,178,831 | -3.2% | 13.82% | -3.9% |
| Q2 2023 | $117,239,039 | +3.3% | 4,318,197 | -3.0% | 14.38% | -3.6% |
| Q1 2023 | $113,442,283 | +6.0% | 4,452,209 | +1.0% | 14.91% | -0.2% |
| Q4 2022 | $107,029,613 | +18.5% | 4,408,139 | +8.5% | 14.94% | +5.8% |
| Q3 2022 | $90,319,000 | -5.8% | 4,061,103 | -1.3% | 14.12% | -2.6% |
| Q2 2022 | $95,876,000 | -13.6% | 4,114,840 | +2.2% | 14.50% | -7.2% |
| Q1 2022 | $111,031,000 | -6.9% | 4,025,792 | -2.2% | 15.63% | -0.1% |
| Q4 2021 | $119,285,000 | – | 4,117,552 | – | 15.65% | – |
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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% |