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 | $104,715,989 | -4.2% | 3,996,793 | -0.8% | 0.51% | +19.5% |
| Q2 2023 | $109,339,836 | -96.6% | 4,027,252 | +5.2% | 0.43% | -94.3% |
| Q1 2023 | $3,193,413,448 | +3352.1% | 3,827,603 | +2618.5% | 7.53% | +1172.1% |
| Q4 2022 | $92,507,018 | +17.1% | 140,798 | -96.0% | 0.59% | -37.6% |
| Q3 2022 | $78,994,000 | +2310.6% | 3,551,881 | +2425.1% | 0.95% | +2536.1% |
| Q2 2022 | $3,277,000 | +466.0% | 140,662 | +12.6% | 0.04% | +300.0% |
| Q1 2022 | $579,000 | +43.3% | 124,899 | +6.0% | 0.01% | +50.0% |
| Q4 2021 | $404,000 | +10.1% | 117,863 | +752.8% | 0.01% | -25.0% |
| Q3 2021 | $367,000 | -76.1% | 13,820 | -75.7% | 0.01% | -76.5% |
| Q2 2021 | $1,537,000 | – | 56,975 | – | 0.03% | – |
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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% |