DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 501 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $822 | -85.5% | 31,383 | -85.1% | 0.06% | -58.5% |
| Q2 2023 | $5,676 | +123.0% | 210,131 | +110.4% | 0.14% | +12.7% |
| Q1 2023 | $2,545 | +35.4% | 99,872 | +29.1% | 0.13% | +22.3% |
| Q4 2022 | $1,879 | -99.9% | 77,375 | +3.0% | 0.10% | +3.0% |
| Q3 2022 | $1,671,000 | -27.1% | 75,132 | -23.6% | 0.10% | -19.4% |
| Q2 2022 | $2,292,000 | -17.1% | 98,360 | -1.9% | 0.12% | -13.3% |
| Q1 2022 | $2,765,000 | -2.4% | 100,272 | +2.5% | 0.14% | +2.1% |
| Q4 2021 | $2,834,000 | +22.6% | 97,838 | +12.5% | 0.14% | +2.9% |
| Q3 2021 | $2,311,000 | -1.2% | 86,984 | +0.3% | 0.14% | -5.6% |
| Q2 2021 | $2,340,000 | – | 86,741 | – | 0.14% | – |
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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% |