DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 454 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 3.7%.
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 | 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% |