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 | $133,626,831 | -5.4% | 5,100,260 | -2.0% | 2.52% | -1.8% |
| Q2 2023 | $141,230,695 | +20.4% | 5,201,866 | +13.0% | 2.56% | -43.7% |
| Q1 2023 | $117,320,337 | +5.5% | 4,604,409 | +0.5% | 4.55% | +0.6% |
| Q4 2022 | $111,229,278 | +188.1% | 4,581,107 | +163.9% | 4.52% | +131.3% |
| Q3 2022 | $38,608,000 | -1.5% | 1,735,956 | +3.2% | 1.96% | +4.7% |
| Q2 2022 | $39,209,000 | -14.6% | 1,682,784 | +1.1% | 1.87% | -8.1% |
| Q1 2022 | $45,900,000 | -5.4% | 1,664,262 | -0.7% | 2.03% | +9.7% |
| Q4 2021 | $48,543,000 | +22.7% | 1,675,656 | +12.5% | 1.85% | -8.8% |
| Q3 2021 | $39,565,000 | -5.5% | 1,489,091 | -4.1% | 2.03% | -10.1% |
| Q2 2021 | $41,877,000 | – | 1,552,156 | – | 2.26% | – |
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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% |