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 | $1,752,806 | +5.3% | 66,901 | +9.1% | 0.13% | +13.2% |
| Q2 2023 | $1,665,055 | +6.6% | 61,328 | 0.0% | 0.11% | -1.7% |
| Q1 2023 | $1,562,637 | +4.9% | 61,328 | 0.0% | 0.12% | -4.1% |
| Q4 2022 | $1,489,044 | +9.2% | 61,328 | 0.0% | 0.12% | -8.3% |
| Q3 2022 | $1,364,000 | -20.9% | 61,328 | -17.1% | 0.13% | -18.0% |
| Q2 2022 | $1,724,000 | -15.4% | 73,989 | +0.1% | 0.16% | +3.2% |
| Q1 2022 | $2,039,000 | -4.8% | 73,944 | +0.0% | 0.16% | -1.3% |
| Q4 2021 | $2,141,000 | +9.1% | 73,917 | +0.1% | 0.16% | +1.3% |
| Q3 2021 | $1,963,000 | -1.2% | 73,869 | +0.0% | 0.16% | -3.1% |
| Q2 2021 | $1,987,000 | – | 73,835 | – | 0.16% | – |
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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% |