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 | $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 | 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% |