DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 454 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,833,126 | -4.0% | 184,470 | -0.5% | 0.36% | +81.2% |
Q2 2023 | $5,035,446 | +6.6% | 185,468 | +0.0% | 0.20% | -53.6% |
Q1 2023 | $4,725,648 | +4.4% | 185,465 | -0.5% | 0.42% | -12.7% |
Q4 2022 | $4,525,529 | +9.2% | 186,389 | +0.0% | 0.49% | +149.7% |
Q3 2022 | $4,145,000 | -4.6% | 186,385 | +0.0% | 0.20% | -3.9% |
Q2 2022 | $4,343,000 | -15.5% | 186,382 | +0.0% | 0.20% | -1.0% |
Q1 2022 | $5,140,000 | -4.8% | 186,380 | +0.0% | 0.20% | +18.5% |
Q4 2021 | $5,399,000 | +9.0% | 186,378 | +0.0% | 0.17% | -80.1% |
Q3 2021 | $4,952,000 | -1.5% | 186,375 | +0.0% | 0.87% | -4.3% |
Q2 2021 | $5,028,000 | – | 186,373 | – | 0.91% | – |
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% |