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 | 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% |