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 | $56,391,425 | -3.1% | 2,152,344 | +0.4% | 14.65% | -0.9% |
| Q2 2023 | $58,179,136 | +7.2% | 2,142,878 | +1.2% | 14.78% | -0.8% |
| Q1 2023 | $54,248,307 | +4.6% | 2,116,594 | -0.9% | 14.91% | -5.5% |
| Q4 2022 | $51,872,179 | +118.3% | 2,136,416 | +103.1% | 15.78% | -16.2% |
| Q3 2022 | $23,763,000 | -2.7% | 1,051,929 | +1.4% | 18.83% | -2.1% |
| Q2 2022 | $24,419,000 | -8.5% | 1,037,327 | +8.1% | 19.24% | -9.6% |
| Q4 2021 | $26,678,000 | – | 959,289 | – | 21.28% | – |
Download | ||||||
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% |