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% | – |
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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% |