DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $118,136,790 | +992.8% | 4,509,038 | +1032.4% | 0.39% | +232.5% |
| Q2 2023 | $10,810,890 | +451.4% | 398,191 | +417.5% | 0.12% | +408.7% |
| Q1 2023 | $1,960,620 | -2.9% | 76,947 | -2.7% | 0.02% | -11.5% |
| Q4 2022 | $2,018,564 | +36.8% | 79,097 | +22.3% | 0.03% | +23.8% |
| Q3 2022 | $1,476,000 | +36.9% | 64,673 | +43.4% | 0.02% | +40.0% |
| Q2 2022 | $1,078,000 | +1.1% | 45,101 | +17.5% | 0.02% | +7.1% |
| Q1 2022 | $1,066,000 | +1.3% | 38,382 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $1,052,000 | -2.2% | 38,382 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $1,076,000 | +4.8% | 38,382 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $1,027,000 | – | 38,382 | – | 0.02% | – |
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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% |