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 | $110,628,426 | +8.0% | 4,222,459 | +11.9% | 12.22% | +8.0% |
| Q2 2023 | $102,403,601 | +36.3% | 3,771,772 | +27.9% | 11.31% | +19.4% |
| Q1 2023 | $75,111,221 | +203.3% | 2,947,850 | +189.0% | 9.47% | +140.3% |
| Q4 2022 | $24,763,803 | +103.6% | 1,019,926 | +86.5% | 3.94% | +40.0% |
| Q3 2022 | $12,160,000 | -4.7% | 546,784 | -0.2% | 2.81% | -5.6% |
| Q2 2022 | $12,761,000 | -12.8% | 547,685 | +3.2% | 2.98% | -11.4% |
| Q1 2022 | $14,639,000 | -5.3% | 530,774 | -0.5% | 3.37% | -1.3% |
| Q4 2021 | $15,452,000 | +9.3% | 533,388 | +0.3% | 3.41% | -14.0% |
| Q3 2021 | $14,133,000 | -1.5% | 531,902 | +0.0% | 3.97% | -2.9% |
| Q2 2021 | $14,349,000 | – | 531,843 | – | 4.08% | – |
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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% |