DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 501 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,991,466 | -4.0% | 915,705 | -0.6% | 1.90% | -3.6% |
| Q2 2023 | $25,002,078 | +6.2% | 920,887 | -0.3% | 1.97% | -4.6% |
| Q1 2023 | $23,538,538 | +4.1% | 923,804 | -0.8% | 2.06% | -8.0% |
| Q4 2022 | $22,605,419 | +6.0% | 931,030 | -2.9% | 2.24% | -22.7% |
| Q3 2022 | $21,323,000 | -13.3% | 958,785 | -9.2% | 2.90% | -24.4% |
| Q2 2022 | $24,607,000 | -18.0% | 1,056,099 | -2.9% | 3.83% | -6.9% |
| Q1 2022 | $29,997,000 | -6.4% | 1,087,632 | -1.7% | 4.11% | -39.8% |
| Q4 2021 | $32,061,000 | +4.4% | 1,106,706 | -4.2% | 6.83% | +51.8% |
| Q3 2021 | $30,704,000 | -6.7% | 1,155,578 | -5.3% | 4.50% | -7.6% |
| Q2 2021 | $32,925,000 | – | 1,220,357 | – | 4.87% | – |
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% |