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 | $418,597 | -3.5% | 15,977 | 0.0% | 0.12% | +2.5% |
| Q2 2023 | $433,776 | +6.6% | 15,977 | 0.0% | 0.12% | +11.2% |
| Q1 2023 | $407,094 | -48.5% | 15,977 | -50.9% | 0.11% | -54.7% |
| Q4 2022 | $789,853 | -27.7% | 32,531 | -33.7% | 0.24% | -29.8% |
| Q3 2022 | $1,092,000 | +193.5% | 49,082 | +207.2% | 0.34% | +189.7% |
| Q2 2022 | $372,000 | -18.6% | 15,977 | -3.7% | 0.12% | -12.1% |
| Q1 2022 | $457,000 | -1.3% | 16,588 | +3.8% | 0.13% | -9.0% |
| Q4 2021 | $463,000 | +8.9% | 15,977 | 0.0% | 0.14% | +5.1% |
| Q3 2021 | $425,000 | -1.4% | 15,977 | 0.0% | 0.14% | -7.4% |
| Q2 2021 | $431,000 | – | 15,977 | – | 0.15% | – |
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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% |