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 | $21,797,433 | -2.9% | 831,963 | +0.6% | 0.08% | -5.7% |
| Q2 2023 | $22,448,377 | +6.6% | 826,828 | +0.0% | 0.09% | -5.4% |
| Q1 2023 | $21,058,505 | +3.4% | 826,472 | -1.5% | 0.09% | -8.8% |
| Q4 2022 | $20,366,991 | +13.1% | 838,838 | +3.6% | 0.10% | -2.9% |
| Q3 2022 | $18,009,000 | -9.7% | 809,774 | -5.4% | 0.10% | -18.6% |
| Q2 2022 | $19,942,000 | -4.8% | 855,859 | +12.7% | 0.13% | -5.1% |
| Q1 2022 | $20,952,000 | -19.2% | 759,685 | -15.2% | 0.14% | -23.6% |
| Q4 2021 | $25,942,000 | +9.4% | 895,482 | +0.3% | 0.18% | -9.6% |
| Q3 2021 | $23,721,000 | -2.9% | 892,780 | -1.4% | 0.20% | -13.6% |
| Q2 2021 | $24,440,000 | – | 905,870 | – | 0.23% | – |
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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% |