DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 501 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 3.7%.
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% | – |
Download |
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% |