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 | $904,209 | +16.0% | 34,511,795 | +20.2% | 3.43% | +11.0% |
| Q2 2023 | $779,294 | +99.8% | 28,703,247 | +87.5% | 3.09% | +74.6% |
| Q1 2023 | $389,968 | +55.8% | 15,304,854 | +48.5% | 1.77% | +41.2% |
| Q4 2022 | $250,304 | -99.8% | 10,309,047 | +90.3% | 1.25% | +75.4% |
| Q3 2022 | $120,453,000 | +9.5% | 5,416,034 | +14.7% | 0.72% | +6.1% |
| Q2 2022 | $110,046,000 | -15.4% | 4,723,001 | +0.1% | 0.67% | -12.0% |
| Q1 2022 | $130,139,000 | -6.8% | 4,718,602 | -2.1% | 0.77% | -11.1% |
| Q4 2021 | $139,588,000 | +7.1% | 4,818,375 | -1.8% | 0.86% | -5.4% |
| Q3 2021 | $130,395,000 | -2.4% | 4,907,604 | -0.8% | 0.91% | -11.3% |
| Q2 2021 | $133,539,000 | – | 4,949,537 | – | 1.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,919,473 | $74,388,168 | 68.47% |
| SJS Investment Consulting Inc. | 8,298,796 | $211,453,318 | 57.64% |
| Geometric Wealth Advisors | 5,595,967 | $142,025,641 | 49.59% |
| Greenspring Advisors, LLC | 7,781,335 | $198,268,397 | 43.29% |
| Chico Wealth RIA | 1,287,983 | $32,817,807 | 42.22% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,868,958 | $47,621,041 | 42.18% |
| Core Wealth Management, Inc. | 2,858,512 | $72,834,895 | 39.33% |
| Rockwood Wealth Management, LLC | 7,630,693 | $194,430,067 | 38.39% |
| GRAND WEALTH MANAGEMENT, LLC | 2,500,059 | $63,701,508 | 38.30% |
| Shearwater Capital LLC | 1,589,587 | $40,502,676 | 37.62% |