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 | $91,289,241 | -2.9% | 3,484,322 | +0.7% | 40.85% | +1.5% |
| Q2 2023 | $93,981,867 | +10.2% | 3,461,579 | +3.4% | 40.24% | +10.5% |
| Q1 2023 | $85,275,361 | +7.6% | 3,346,757 | +2.5% | 36.41% | +1.4% |
| Q4 2022 | $79,239,929 | +14.3% | 3,263,589 | +4.7% | 35.92% | +2.2% |
| Q3 2022 | $69,302,000 | +6.7% | 3,116,115 | +11.8% | 35.17% | +47.4% |
| Q2 2022 | $64,924,000 | +221.3% | 2,786,453 | +299.6% | 23.87% | +59.4% |
| Q4 2021 | $20,204,000 | +16.3% | 697,394 | +6.6% | 14.98% | +8.2% |
| Q3 2021 | $17,376,000 | -0.3% | 653,956 | +1.2% | 13.85% | -10.8% |
| Q2 2021 | $17,435,000 | – | 646,208 | – | 15.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,982,371 | $80,971,379 | 69.20% |
| SJS Investment Consulting Inc. | 8,501,610 | $230,818,706 | 57.94% |
| Greenspring Advisors, LLC | 6,841,536 | $185,747,711 | 57.01% |
| Geometric Wealth Advisors | 5,874,755 | $161,673,250 | 50.32% |
| Chico Wealth RIA | 1,376,667 | $37,376,509 | 44.54% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,904,284 | $51,701,301 | 42.99% |
| Syverson Strege & Co | 3,461,579 | $93,981,867 | 40.24% |
| Core Wealth Management, Inc. | 2,890,656 | $78,481,303 | 39.84% |
| GRAND WEALTH MANAGEMENT, LLC | 2,405,966 | $65,321,977 | 38.84% |
| Shearwater Capital LLC | 1,633,557 | $44,351,061 | 38.78% |