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 | $23,565,975 | -4.1% | 899,464 | -0.6% | 1.98% | -9.0% |
| Q2 2023 | $24,564,466 | +5.0% | 904,767 | -1.4% | 2.18% | -0.4% |
| Q1 2023 | $23,392,447 | +103470.6% | 918,070 | -1.3% | 2.19% | -2.8% |
| Q4 2022 | $22,586 | -99.9% | 930,266 | -10.1% | 2.25% | +7.5% |
| Q3 2022 | $23,010,000 | +6.1% | 1,034,641 | +11.1% | 2.09% | -9.2% |
| Q2 2022 | $21,690,000 | -19.3% | 930,971 | +0.3% | 2.30% | -12.0% |
| Q4 2021 | $26,881,000 | +9.1% | 927,917 | +0.1% | 2.62% | -1.3% |
| Q3 2021 | $24,630,000 | -2.8% | 927,014 | -1.3% | 2.65% | -5.8% |
| Q2 2021 | $25,334,000 | – | 939,008 | – | 2.82% | – |
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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% |