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 | $265,262 | -0.4% | 10,124,499 | +3.2% | 0.55% | +1.5% |
| Q2 2023 | $266,265 | +22.3% | 9,807,195 | +14.8% | 0.54% | +18.6% |
| Q1 2023 | $217,633 | +16.8% | 8,541,345 | +11.3% | 0.46% | +2.0% |
| Q4 2022 | $186,272 | -99.9% | 7,671,832 | +15.6% | 0.45% | +17.9% |
| Q3 2022 | $147,598,000 | +6.1% | 6,636,643 | +11.2% | 0.38% | +5.0% |
| Q2 2022 | $139,052,000 | +11.3% | 5,967,898 | +31.8% | 0.36% | +26.6% |
| Q1 2022 | $124,917,000 | +27.6% | 4,529,270 | +34.0% | 0.29% | +29.4% |
| Q4 2021 | $97,912,000 | +42.9% | 3,379,802 | +31.0% | 0.22% | +28.5% |
| Q3 2021 | $68,529,000 | -18.6% | 2,579,198 | -17.4% | 0.17% | -19.6% |
| Q2 2021 | $84,209,000 | – | 3,121,176 | – | 0.21% | – |
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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% |