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 | $621,458 | -41.4% | 23,720 | -40.0% | 0.03% | +21.7% |
| Q2 2023 | $1,060,759 | +107.7% | 39,508 | +105.4% | 0.02% | +4.5% |
| Q1 2023 | $510,765 | +27419.7% | 19,238 | -72.5% | 0.02% | -56.0% |
| Q4 2022 | $1,856 | -99.9% | 69,872 | +1.6% | 0.05% | +4.2% |
| Q3 2022 | $1,828,000 | +5.9% | 68,805 | +5.9% | 0.05% | -11.1% |
| Q2 2022 | $1,726,000 | -9.3% | 64,993 | -9.3% | 0.05% | +125.0% |
| Q1 2022 | $1,903,000 | +928.6% | 71,638 | +1020.2% | 0.02% | +500.0% |
| Q4 2021 | $185,000 | +9.5% | 6,395 | +0.7% | 0.00% | +33.3% |
| Q3 2021 | $169,000 | +156.1% | 6,348 | +157.9% | 0.00% | +200.0% |
| Q2 2021 | $66,000 | – | 2,461 | – | 0.00% | – |
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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% |