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 | $4,951,634 | -5.8% | 191,553 | -1.1% | 0.25% | -3.1% |
| Q2 2023 | $5,256,952 | +5.8% | 193,626 | -2.0% | 0.26% | -2.7% |
| Q1 2023 | $4,966,481 | +17.3% | 197,632 | +13.3% | 0.26% | -9.3% |
| Q4 2022 | $4,235,622 | +25.8% | 174,449 | +26.6% | 0.29% | +14.1% |
| Q3 2022 | $3,367,000 | +7.8% | 137,817 | +2.8% | 0.26% | +1.6% |
| Q2 2022 | $3,124,000 | -6.1% | 134,074 | -1.5% | 0.25% | -4.2% |
| Q1 2022 | $3,327,000 | +179.3% | 136,131 | +203.6% | 0.26% | +122.0% |
| Q3 2021 | $1,191,000 | -1.6% | 44,838 | 0.0% | 0.12% | -4.8% |
| Q2 2021 | $1,210,000 | – | 44,838 | – | 0.12% | – |
Download | ||||||
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% |