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 | $94,468 | -6.7% | 3,728 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $101,215 | +6.6% | 3,728 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $94,989 | -90.6% | 3,728 | -91.0% | 0.00% | -89.5% |
Q4 2022 | $1,006,470 | +33.5% | 41,452 | +22.2% | 0.02% | +26.7% |
Q3 2022 | $754,000 | -4.8% | 33,919 | -0.3% | 0.02% | 0.0% |
Q2 2022 | $792,000 | -16.1% | 34,006 | -0.7% | 0.02% | -6.2% |
Q1 2022 | $944,000 | -9.9% | 34,239 | -5.3% | 0.02% | 0.0% |
Q4 2021 | $1,048,000 | +4.5% | 36,166 | -4.2% | 0.02% | -5.9% |
Q3 2021 | $1,003,000 | – | 37,760 | – | 0.02% | – |
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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% |