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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $146,249,186 | +13.5% | 5,003,393 | +1.7% | 5.04% | -4.3% |
| Q3 2023 | $128,887,816 | -1.6% | 4,919,382 | +2.0% | 5.27% | -5.1% |
| Q2 2023 | $130,942,652 | +9.2% | 4,822,934 | +2.4% | 5.55% | -0.1% |
| Q1 2023 | $119,958,031 | +8.8% | 4,707,929 | +3.7% | 5.56% | -2.4% |
| Q4 2022 | $110,253,327 | +13.9% | 4,540,911 | +4.4% | 5.69% | +1.2% |
| Q3 2022 | $96,760,000 | -1.0% | 4,350,728 | +3.8% | 5.63% | -7.0% |
| Q2 2022 | $97,707,000 | -15.9% | 4,193,434 | -0.4% | 6.05% | +13.9% |
| Q1 2022 | $116,154,000 | -8.1% | 4,211,527 | -3.5% | 5.31% | -15.2% |
| Q4 2021 | $126,459,000 | +10.8% | 4,365,160 | +1.7% | 6.27% | -28.8% |
| Q3 2021 | $114,095,000 | -0.1% | 4,294,129 | +1.4% | 8.80% | -5.2% |
| Q2 2021 | $114,222,000 | – | 4,233,570 | – | 9.28% | – |
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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% |