DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 627 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,960,144 | +261.2% | 265,653 | +274.3% | 0.03% | +285.7% |
| Q2 2023 | $1,927,104 | +56463.1% | 70,979 | -46.9% | 0.01% | -53.3% |
| Q1 2023 | $3,407 | +14.4% | 133,730 | +9.0% | 0.02% | 0.0% |
| Q4 2022 | $2,978 | -99.9% | 122,716 | -0.4% | 0.02% | +7.1% |
| Q3 2022 | $2,739,000 | -35.9% | 123,237 | -32.8% | 0.01% | -39.1% |
| Q2 2022 | $4,273,000 | +3.2% | 183,493 | +22.2% | 0.02% | +15.0% |
| Q1 2022 | $4,140,000 | -2.5% | 150,188 | +2.5% | 0.02% | 0.0% |
| Q4 2021 | $4,244,000 | +66.8% | 146,532 | +52.9% | 0.02% | +53.8% |
| Q3 2021 | $2,545,000 | +1.0% | 95,835 | +2.6% | 0.01% | -7.1% |
| Q2 2021 | $2,520,000 | – | 93,446 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,919,473 | $74,388,168 | 68.47% |
| SJS Investment Consulting Inc. | 8,298,796 | $211,453,318 | 57.64% |
| Geometric Wealth Advisors | 5,595,967 | $142,025,641 | 49.59% |
| Greenspring Advisors, LLC | 7,781,335 | $198,268,397 | 43.29% |
| Chico Wealth RIA | 1,287,983 | $32,817,807 | 42.22% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,868,958 | $47,621,041 | 42.18% |
| Core Wealth Management, Inc. | 2,858,512 | $72,834,895 | 39.33% |
| Rockwood Wealth Management, LLC | 7,630,693 | $194,430,067 | 38.39% |
| GRAND WEALTH MANAGEMENT, LLC | 2,500,059 | $63,701,508 | 38.30% |
| Shearwater Capital LLC | 1,589,587 | $40,502,676 | 37.62% |