DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 384 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $83,818,245 | +0.9% | 3,199,156 | +4.6% | 0.12% | -16.8% |
| Q2 2023 | $83,051,596 | -12.2% | 3,059,018 | -17.6% | 0.15% | -16.3% |
| Q1 2023 | $94,609,352 | +7.0% | 3,713,120 | +1.9% | 0.18% | -0.6% |
| Q4 2022 | $88,449,829 | +71.6% | 3,642,859 | +57.1% | 0.18% | +51.7% |
| Q3 2022 | $51,557,000 | +5.9% | 2,318,193 | +11.0% | 0.12% | +10.3% |
| Q2 2022 | $48,665,000 | +812.9% | 2,088,501 | +980.7% | 0.11% | +970.0% |
| Q1 2022 | $5,331,000 | -90.5% | 193,261 | -90.0% | 0.01% | -90.6% |
| Q4 2021 | $55,991,000 | +6.1% | 1,932,631 | -2.7% | 0.11% | -3.6% |
| Q3 2021 | $52,778,000 | -20.2% | 1,986,190 | -18.9% | 0.11% | -23.1% |
| Q2 2021 | $66,114,000 | – | 2,450,528 | – | 0.14% | – |
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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% |