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 | $31,172,544 | +12.9% | 1,189,792 | +17.0% | 0.27% | +15.9% |
| Q2 2023 | $27,614,640 | +10.5% | 1,017,114 | +3.7% | 0.23% | +6.4% |
| Q1 2023 | $24,995,324 | +69.4% | 980,978 | +61.5% | 0.22% | +59.1% |
| Q4 2022 | $14,752,560 | +17.3% | 607,601 | +7.5% | 0.14% | -45.4% |
| Q3 2022 | $12,572,000 | -3.1% | 565,269 | +1.5% | 0.25% | +21.8% |
| Q2 2022 | $12,972,000 | -14.8% | 556,743 | +0.8% | 0.21% | -5.9% |
| Q1 2022 | $15,229,000 | -4.5% | 552,174 | +0.3% | 0.22% | -3.9% |
| Q4 2021 | $15,946,000 | +11.1% | 550,417 | +1.9% | 0.23% | 0.0% |
| Q3 2021 | $14,355,000 | -1.6% | 540,278 | -0.1% | 0.23% | -2.6% |
| Q2 2021 | $14,589,000 | – | 540,751 | – | 0.23% | – |
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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% |