DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 627 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,506,762 | -4.1% | 57,510 | -0.6% | 0.01% | 0.0% |
| Q2 2023 | $1,570,681 | +9.6% | 57,852 | +2.8% | 0.01% | +9.1% |
| Q1 2023 | $1,433,224 | +4.9% | 56,249 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $1,365,725 | +1.6% | 56,249 | -6.9% | 0.01% | -8.3% |
| Q3 2022 | $1,344,000 | -5.9% | 60,443 | -1.4% | 0.01% | 0.0% |
| Q2 2022 | $1,428,000 | -15.5% | 61,283 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $1,690,000 | -4.8% | 61,283 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $1,776,000 | +38.0% | 61,283 | +26.5% | 0.01% | +33.3% |
| Q3 2021 | $1,287,000 | -1.5% | 48,459 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,307,000 | – | 48,459 | – | 0.01% | – |
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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% |