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 | $2,509,162 | -9.8% | 95,770 | -6.5% | 0.18% | -8.6% |
| Q2 2023 | $2,781,801 | -40.7% | 102,460 | -44.3% | 0.20% | -41.2% |
| Q1 2023 | $4,688,314 | -9.9% | 184,000 | -14.2% | 0.34% | -13.1% |
| Q4 2022 | $5,205,918 | -38.1% | 214,412 | -43.3% | 0.39% | -44.1% |
| Q3 2022 | $8,416,000 | -2.5% | 378,439 | +2.2% | 0.69% | -0.9% |
| Q2 2022 | $8,629,000 | -21.1% | 370,352 | -1.6% | 0.70% | +1.6% |
| Q4 2021 | $10,938,000 | +31.2% | 376,251 | +19.9% | 0.69% | +22.4% |
| Q3 2021 | $8,338,000 | +0.1% | 313,833 | +1.6% | 0.56% | +1.1% |
| Q2 2021 | $8,331,000 | – | 308,791 | – | 0.56% | – |
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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% |