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 | $3,911,660 | -5.8% | 149,300 | -2.4% | 0.58% | -1.0% |
| Q2 2023 | $4,151,995 | +8.7% | 152,928 | +2.0% | 0.59% | -0.2% |
| Q1 2023 | $3,818,968 | +106396.6% | 149,881 | +1.5% | 0.59% | -1.0% |
| Q4 2022 | $3,586 | -99.8% | 147,699 | +45.1% | 0.60% | +35.5% |
| Q3 2022 | $2,263,000 | +11.9% | 101,758 | +17.3% | 0.44% | +17.1% |
| Q2 2022 | $2,022,000 | -4.1% | 86,772 | +13.5% | 0.38% | -11.6% |
| Q1 2022 | $2,109,000 | -0.2% | 76,456 | +4.8% | 0.42% | -3.0% |
| Q4 2021 | $2,114,000 | +8.4% | 72,965 | -0.6% | 0.44% | +1.2% |
| Q3 2021 | $1,950,000 | -1.7% | 73,406 | -0.1% | 0.43% | -8.7% |
| Q2 2021 | $1,983,000 | – | 73,498 | – | 0.47% | – |
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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% |