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 | $652,643 | -3.5% | 24,910 | +0.0% | 0.09% | +4.6% |
Q2 2023 | $676,287 | +6.6% | 24,909 | 0.0% | 0.09% | 0.0% |
Q1 2023 | $634,670 | +4.9% | 24,909 | +0.0% | 0.09% | -1.1% |
Q4 2022 | $604,767 | +7.0% | 24,908 | -1.9% | 0.09% | +6.0% |
Q3 2022 | $565,000 | -2.6% | 25,391 | +1.9% | 0.08% | +7.8% |
Q2 2022 | $580,000 | -15.5% | 24,906 | +0.0% | 0.08% | +10.0% |
Q1 2022 | $686,000 | -4.9% | 24,905 | 0.0% | 0.07% | 0.0% |
Q4 2021 | $721,000 | -2.4% | 24,905 | -10.4% | 0.07% | -12.5% |
Q3 2021 | $739,000 | -2.1% | 27,802 | -0.7% | 0.08% | -7.0% |
Q2 2021 | $755,000 | – | 27,994 | – | 0.09% | – |
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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% |