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 | $7,249,898 | +74.6% | 276,713 | +80.9% | 0.74% | +115.5% |
| Q2 2023 | $4,153,439 | +104.5% | 152,981 | +91.9% | 0.34% | +65.5% |
| Q1 2023 | $2,031,328 | -45.9% | 79,722 | -48.4% | 0.21% | -38.1% |
| Q4 2022 | $3,753,452 | -23.3% | 154,590 | -29.8% | 0.33% | -28.7% |
| Q3 2022 | $4,896,000 | +57.8% | 220,131 | +66.0% | 0.47% | +62.7% |
| Q2 2022 | $3,102,000 | -4.6% | 132,590 | +12.4% | 0.29% | +14.8% |
| Q1 2022 | $3,252,000 | +7.8% | 117,918 | +13.2% | 0.25% | +5.0% |
| Q4 2021 | $3,016,000 | +31.4% | 104,123 | +20.5% | 0.24% | +14.4% |
| Q3 2021 | $2,296,000 | +11.7% | 86,408 | +13.4% | 0.21% | +8.9% |
| Q2 2021 | $2,055,000 | – | 76,168 | – | 0.19% | – |
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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% |