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 | $3,023,945 | +1.3% | 115,418 | +5.0% | 0.51% | +4.3% |
| Q2 2023 | $2,985,165 | +26.6% | 109,951 | +18.8% | 0.49% | +18.2% |
| Q1 2023 | $2,357,732 | +58.6% | 92,533 | +51.1% | 0.42% | +48.4% |
| Q4 2022 | $1,486,469 | +24.3% | 61,222 | +13.9% | 0.28% | +12.4% |
| Q3 2022 | $1,196,000 | +25.5% | 53,771 | +31.5% | 0.25% | +34.4% |
| Q2 2022 | $953,000 | -22.1% | 40,906 | -7.8% | 0.19% | -10.6% |
| Q1 2022 | $1,224,000 | +23.8% | 44,367 | +29.9% | 0.21% | +20.2% |
| Q4 2021 | $989,000 | +90.2% | 34,154 | +74.5% | 0.17% | +71.3% |
| Q3 2021 | $520,000 | – | 19,574 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,982,371 | $80,971,379 | 69.20% |
| SJS Investment Consulting Inc. | 8,501,610 | $230,818,706 | 57.94% |
| Greenspring Advisors, LLC | 6,841,536 | $185,747,711 | 57.01% |
| Geometric Wealth Advisors | 5,874,755 | $161,673,250 | 50.32% |
| Chico Wealth RIA | 1,376,667 | $37,376,509 | 44.54% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,904,284 | $51,701,301 | 42.99% |
| Syverson Strege & Co | 3,461,579 | $93,981,867 | 40.24% |
| Core Wealth Management, Inc. | 2,890,656 | $78,481,303 | 39.84% |
| GRAND WEALTH MANAGEMENT, LLC | 2,405,966 | $65,321,977 | 38.84% |
| Shearwater Capital LLC | 1,633,557 | $44,351,061 | 38.78% |