DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,508,077 | -1.4% | 172,064 | +2.1% | 0.67% | -1.2% |
Q2 2023 | $4,573,526 | +14.5% | 168,454 | +7.5% | 0.68% | +6.8% |
Q1 2023 | $3,993,684 | +21.4% | 156,738 | +15.7% | 0.64% | +10.4% |
Q4 2022 | $3,288,435 | +10.9% | 135,438 | +1.6% | 0.58% | -0.2% |
Q3 2022 | $2,965,000 | +64.4% | 133,333 | +72.2% | 0.58% | +63.0% |
Q2 2022 | $1,804,000 | +27.9% | 77,418 | +51.3% | 0.35% | +35.6% |
Q1 2022 | $1,411,000 | +8.8% | 51,177 | +14.3% | 0.26% | +7.4% |
Q4 2021 | $1,297,000 | +10.4% | 44,762 | +1.2% | 0.24% | +2.5% |
Q3 2021 | $1,175,000 | -1.5% | 44,227 | 0.0% | 0.24% | -3.7% |
Q2 2021 | $1,193,000 | – | 44,227 | – | 0.25% | – |
Download |
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% |