DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,029,199 | -3.8% | 2,214,855 | -0.3% | 1.02% | -0.9% |
| Q2 2023 | $60,295,095 | +117668.5% | 2,220,813 | +10.5% | 1.03% | -2.1% |
| Q1 2023 | $51,198 | -4.3% | 2,009,330 | -8.8% | 1.06% | -27.4% |
| Q4 2022 | $53,495 | -99.9% | 2,203,274 | +4.5% | 1.45% | -2.9% |
| Q3 2022 | $46,874,000 | -3.7% | 2,107,654 | +0.9% | 1.50% | -1.2% |
| Q2 2022 | $48,685,000 | +2032.5% | 2,089,485 | +2424.2% | 1.52% | +2065.7% |
| Q1 2022 | $2,283,000 | -96.0% | 82,778 | -95.8% | 0.07% | -95.9% |
| Q4 2021 | $57,004,000 | +63.9% | 1,967,686 | +50.3% | 1.70% | +49.7% |
| Q3 2021 | $34,779,000 | -1.8% | 1,308,942 | -0.3% | 1.13% | -9.7% |
| Q2 2021 | $35,404,000 | – | 1,312,231 | – | 1.25% | – |
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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% |