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 | $101,639,628 | -1.5% | 3,879,375 | +2.1% | 9.36% | -0.5% |
| Q2 2023 | $103,152,339 | +12.7% | 3,799,350 | +5.7% | 9.40% | +3.8% |
| Q1 2023 | $91,567,466 | +0.6% | 3,593,700 | -4.1% | 9.06% | -7.4% |
| Q4 2022 | $90,992,682 | +9.6% | 3,747,639 | +0.4% | 9.79% | +0.4% |
| Q3 2022 | $82,997,000 | -4.2% | 3,731,888 | +0.4% | 9.75% | +2.3% |
| Q2 2022 | $86,637,000 | -12.7% | 3,718,330 | +3.3% | 9.53% | -1.2% |
| Q1 2022 | $99,273,000 | -13.4% | 3,599,474 | -9.0% | 9.65% | -5.4% |
| Q4 2021 | $114,587,000 | +0.2% | 3,955,350 | -7.6% | 10.20% | -13.1% |
| Q3 2021 | $114,311,000 | +0.2% | 4,282,896 | +1.3% | 11.74% | -1.0% |
| Q2 2021 | $114,038,000 | – | 4,226,752 | – | 11.86% | – |
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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% |