DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,951,718 | +43.0% | 456,172 | +48.2% | 0.07% | +42.0% |
| Q2 2023 | $8,355,468 | +9.7% | 307,752 | +2.9% | 0.05% | +2.0% |
| Q1 2023 | $7,618,111 | +120.4% | 298,984 | +110.0% | 0.05% | +96.0% |
| Q4 2022 | $3,457,255 | -4.6% | 142,391 | -12.6% | 0.02% | -13.8% |
| Q3 2022 | $3,625,000 | +4.7% | 162,987 | +9.7% | 0.03% | +3.6% |
| Q2 2022 | $3,461,000 | +28.6% | 148,544 | +59.9% | 0.03% | +47.4% |
| Q4 2021 | $2,691,000 | +31.1% | 92,872 | +20.2% | 0.02% | +11.8% |
| Q3 2021 | $2,053,000 | -22.5% | 77,272 | -21.3% | 0.02% | -26.1% |
| Q2 2021 | $2,649,000 | – | 98,168 | – | 0.02% | – |
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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% |