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 | $660,109 | -3.5% | 25,195 | 0.0% | 0.18% | -1.6% |
| Q2 2023 | $684,044 | +6.6% | 25,195 | 0.0% | 0.18% | -3.1% |
| Q1 2023 | $641,969 | +4.9% | 25,195 | 0.0% | 0.19% | -4.5% |
| Q4 2022 | $611,735 | +9.2% | 25,195 | 0.0% | 0.20% | -1.0% |
| Q3 2022 | $560,000 | -4.6% | 25,195 | 0.0% | 0.20% | +0.5% |
| Q2 2022 | $587,000 | -19.6% | 25,195 | 0.0% | 0.20% | -7.4% |
| Q4 2021 | $730,000 | +9.1% | 25,195 | 0.0% | 0.22% | -4.0% |
| Q3 2021 | $669,000 | -1.6% | 25,195 | -0.0% | 0.23% | -4.2% |
| Q2 2021 | $680,000 | – | 25,196 | – | 0.24% | – |
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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% |