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 | $38,677,163 | +9.3% | 1,520,927 | +19.5% | 2.09% | +13.3% |
| Q2 2023 | $35,398,294 | +16.1% | 1,272,862 | +6.8% | 1.84% | +3.5% |
| Q1 2023 | $30,495,202 | +11.0% | 1,192,150 | +14.9% | 1.78% | +5.8% |
| Q4 2022 | $27,472,954 | +11.4% | 1,037,498 | +1.9% | 1.68% | -4.4% |
| Q3 2022 | $24,662,000 | +63.6% | 1,017,844 | +71.5% | 1.76% | +61.2% |
| Q2 2022 | $15,079,000 | -20.0% | 593,427 | -23.3% | 1.09% | -24.2% |
| Q1 2022 | $18,857,000 | -11.4% | 773,784 | -1.7% | 1.44% | -4.6% |
| Q4 2021 | $21,294,000 | +5.1% | 786,935 | +11.9% | 1.51% | +6.3% |
| Q3 2021 | $20,255,000 | -46.8% | 703,559 | -50.0% | 1.42% | +0.3% |
| Q2 2021 | $38,102,000 | – | 1,408,084 | – | 1.42% | – |
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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% |