DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 384 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,388,059 | -3.5% | 281,986 | +0.0% | 0.38% | -2.3% |
| Q2 2023 | $7,655,608 | +6.6% | 281,974 | +0.0% | 0.39% | +2.9% |
| Q1 2023 | $7,184,410 | +4.9% | 281,963 | +0.0% | 0.38% | +7.7% |
| Q4 2022 | $6,845,857 | +9.2% | 281,955 | +0.0% | 0.35% | +13.7% |
| Q3 2022 | $6,270,000 | -4.6% | 281,937 | +0.0% | 0.31% | -3.2% |
| Q2 2022 | $6,569,000 | -16.9% | 281,924 | -1.6% | 0.32% | -27.0% |
| Q1 2022 | $7,902,000 | -4.9% | 286,504 | -0.1% | 0.43% | -2.3% |
| Q4 2021 | $8,311,000 | +9.0% | 286,913 | +0.0% | 0.44% | -0.9% |
| Q3 2021 | $7,623,000 | -1.5% | 286,899 | +0.0% | 0.45% | +2.3% |
| Q2 2021 | $7,741,000 | – | 286,890 | – | 0.44% | – |
Download | ||||||
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% |