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 | $9,800,000 | +10.9% | 374,046 | +14.9% | 7.52% | +23.4% |
Q2 2023 | $8,835,132 | +11.5% | 325,419 | +4.6% | 6.10% | +4.2% |
Q1 2023 | $7,926,518 | +0.4% | 311,088 | +3.8% | 5.85% | +2.0% |
Q4 2022 | $7,893,556 | +209.7% | 299,793 | +161.5% | 5.74% | +152.0% |
Q3 2022 | $2,549,000 | +63.0% | 114,650 | +70.7% | 2.28% | +72.0% |
Q2 2022 | $1,564,000 | +674.3% | 67,149 | +813.8% | 1.32% | +782.0% |
Q1 2022 | $202,000 | – | 7,348 | – | 0.15% | – |
Download |
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% |