DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 501 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,148,409 | -5.8% | 387,344 | -2.4% | 0.18% | -3.8% |
| Q2 2023 | $10,774,185 | +1.1% | 396,839 | -5.1% | 0.18% | -21.9% |
| Q1 2023 | $10,659,219 | +4.1% | 418,337 | -0.8% | 0.24% | -6.0% |
| Q4 2022 | $10,242,723 | -0.3% | 421,858 | -8.7% | 0.25% | -22.2% |
| Q3 2022 | $10,278,000 | -25.0% | 462,118 | -21.4% | 0.32% | -16.3% |
| Q2 2022 | $13,695,000 | -14.1% | 587,778 | +1.6% | 0.39% | -3.0% |
| Q1 2022 | $15,949,000 | -2.5% | 578,268 | +2.4% | 0.40% | -10.5% |
| Q4 2021 | $16,364,000 | – | 564,847 | – | 0.45% | – |
Download | ||||||
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% |