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%.
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% |
Rockwood Wealth Management, LLC | 8,707,906 | $228,147,149 | 38.28% |
WorthPointe, LLC | 2,198,744 | $57,607,093 | 33.96% |
ShankerValleau Wealth Advisors, Inc. | 2,243,561 | $58,781,298 | 33.03% |
Austin Asset Management Co Inc | 4,219,834 | $110,559,638 | 32.26% |
Ruedi Wealth Management, Inc. | 2,097,948 | $54,966,231 | 31.50% |
Altiora Financial Group, LLC | 2,568,676 | $67,299,300 | 31.25% |
MONOGRAPH WEALTH ADVISORS, LLC | 5,851,892 | $153,319,559 | 30.32% |
Summit Wealth Group, LLC | 1,266,942 | $33,194 | 29.62% |
BetterWealth, LLC | 2,681,750 | $70,261,860 | 28.29% |
Heritage Financial Services, LLC | 5,518,804 | $144,592,674 | 28.23% |
External links
This page lists DIMENSIONAL ETF TRUST's shareholders in Q3 2023. To view DIMENSIONAL ETF TRUST's shareholder history, click here.