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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $20,500 | +9.0% | 700,742 | -2.4% | 1.11% | +8.6% |
| Q3 2023 | $18,804 | -7.5% | 717,726 | -4.1% | 1.02% | -5.4% |
| Q2 2023 | $20,325 | -2.8% | 748,610 | -8.8% | 1.08% | -6.6% |
| Q1 2023 | $20,909 | +3.7% | 820,606 | -1.2% | 1.15% | -3.4% |
| Q4 2022 | $20,162 | -99.9% | 830,384 | +5.4% | 1.19% | +1.1% |
| Q3 2022 | $17,514,000 | -7.8% | 787,508 | -3.4% | 1.18% | -7.7% |
| Q2 2022 | $19,002,000 | +6.2% | 815,549 | +25.8% | 1.28% | +13.6% |
| Q1 2022 | $17,887,000 | +46.0% | 648,541 | +53.3% | 1.12% | +44.2% |
| Q4 2021 | $12,253,000 | +6.5% | 422,956 | -1.2% | 0.78% | +2.9% |
| Q3 2021 | $11,510,000 | -5.9% | 428,190 | -5.5% | 0.76% | -6.8% |
| Q2 2021 | $12,231,000 | – | 453,318 | – | 0.81% | – |
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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% |