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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $163,337,944 | +6.7% | 6,234,273 | +10.5% | 20.74% | +6.9% |
Q2 2023 | $153,138,400 | +18.4% | 5,640,457 | +11.2% | 19.40% | +12.8% |
Q1 2023 | $129,288,908 | -1.1% | 5,074,133 | -5.8% | 17.19% | +5.9% |
Q4 2022 | $130,745,171 | +22.6% | 5,384,892 | +12.3% | 16.23% | -3.4% |
Q3 2022 | $106,676,000 | -2.8% | 4,796,599 | +1.8% | 16.80% | -0.7% |
Q2 2022 | $109,780,000 | -20.4% | 4,711,616 | -5.8% | 16.91% | -1.7% |
Q1 2022 | $137,932,000 | -5.8% | 5,001,151 | -1.1% | 17.21% | +0.4% |
Q4 2021 | $146,470,000 | +3.5% | 5,055,920 | -5.1% | 17.14% | -0.6% |
Q3 2021 | $141,572,000 | -5.8% | 5,328,266 | -4.3% | 17.24% | -12.4% |
Q2 2021 | $150,273,000 | – | 5,569,777 | – | 19.68% | – |
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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% |