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 | $3,000,750 | -3.7% | 114,532 | -0.2% | 0.28% | -1.8% |
Q2 2023 | $3,115,258 | +6.7% | 114,742 | +0.1% | 0.28% | +14.3% |
Q1 2023 | $2,920,701 | +16.7% | 114,627 | +11.2% | 0.24% | +2.9% |
Q4 2022 | $2,502,093 | +31.7% | 103,052 | +20.6% | 0.24% | +4.8% |
Q3 2022 | $1,900,000 | -4.4% | 85,418 | +0.2% | 0.23% | -1.7% |
Q2 2022 | $1,987,000 | -13.3% | 85,279 | +2.6% | 0.23% | -1.3% |
Q1 2022 | $2,293,000 | -4.7% | 83,146 | +0.1% | 0.23% | -3.3% |
Q4 2021 | $2,406,000 | +8.3% | 83,067 | -0.7% | 0.24% | +9.0% |
Q3 2021 | $2,222,000 | -4.8% | 83,622 | -3.4% | 0.22% | -4.7% |
Q2 2021 | $2,335,000 | – | 86,529 | – | 0.23% | – |
Download |
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% |