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 | $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 | 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% |