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 | $2,240,849 | +5.5% | 85,529 | +9.3% | 0.00% | – |
| Q2 2023 | $2,123,714 | -45.7% | 78,222 | -49.1% | 0.00% | – |
| Q1 2023 | $3,912,010 | +105.5% | 153,532 | +95.8% | 0.00% | – |
| Q4 2022 | $1,903,989 | +7.8% | 78,418 | -1.2% | 0.00% | – |
| Q3 2022 | $1,766,000 | -8.5% | 79,410 | -4.2% | 0.00% | – |
| Q2 2022 | $1,931,000 | -22.5% | 82,894 | -8.3% | 0.00% | – |
| Q1 2022 | $2,492,000 | -5.5% | 90,364 | -0.7% | 0.00% | – |
| Q4 2021 | $2,636,000 | +9.7% | 90,992 | +0.6% | 0.00% | – |
| Q3 2021 | $2,402,000 | -3.3% | 90,412 | -1.8% | 0.00% | – |
| Q2 2021 | $2,483,000 | – | 92,038 | – | 0.00% | – |
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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% |