DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 384 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,843,876 | -0.0% | 4,524,636 | -0.0% | 25.67% | -0.9% |
| Q2 2023 | $122,858,340 | +5.8% | 4,525,169 | -0.7% | 25.91% | +1.8% |
| Q1 2023 | $116,087,405 | +494.4% | 4,556,021 | +925.3% | 25.46% | +464.7% |
| Q4 2022 | $19,530,339 | -81.0% | 444,376 | -90.4% | 4.51% | -82.5% |
| Q3 2022 | $103,039,000 | -6.2% | 4,633,055 | -1.7% | 25.74% | +4.1% |
| Q2 2022 | $109,798,000 | -20.1% | 4,712,373 | -5.5% | 24.72% | -9.2% |
| Q1 2022 | $137,464,000 | -4.3% | 4,984,178 | -1.4% | 27.24% | -1.1% |
| Q4 2021 | $143,576,000 | +6.7% | 5,055,510 | -0.1% | 27.53% | +3.6% |
| Q3 2021 | $134,526,000 | -1.1% | 5,063,073 | -0.6% | 26.59% | -1.1% |
| Q2 2021 | $135,963,000 | – | 5,094,137 | – | 26.89% | – |
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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% |