DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 17 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,147,149 | +1.3% | 8,707,906 | +4.9% | 38.28% | -1.0% |
| Q2 2023 | $225,313,148 | +15.9% | 8,298,827 | +8.8% | 38.66% | +0.7% |
| Q1 2023 | $194,430,067 | +19.0% | 7,630,693 | +13.4% | 38.39% | +0.7% |
| Q4 2022 | $163,349,458 | +25.7% | 6,727,737 | +15.2% | 38.14% | -8.2% |
| Q3 2022 | $129,907,245 | -1.4% | 5,841,153 | +3.3% | 41.52% | -32.7% |
| Q2 2022 | $131,742,376 | -10.4% | 5,654,179 | +6.1% | 61.70% | -12.4% |
| Q1 2022 | $146,970,280 | +4.0% | 5,328,872 | +9.2% | 70.41% | +12.2% |
| Q4 2021 | $141,382,338 | – | 4,880,302 | – | 62.77% | – |
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% |