DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 384 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $805,833 | -3.5% | 30,757 | 0.0% | 0.18% | 0.0% |
| Q2 2023 | $835,053 | +10.0% | 30,757 | +3.3% | 0.18% | +4.8% |
| Q1 2023 | $758,896 | -4.5% | 29,784 | -9.0% | 0.17% | -7.7% |
| Q4 2022 | $795,049 | -13.2% | 32,745 | -20.5% | 0.18% | -22.6% |
| Q3 2022 | $916,000 | -3.5% | 41,176 | +1.1% | 0.23% | +1.3% |
| Q2 2022 | $949,000 | -14.3% | 40,735 | +1.5% | 0.23% | -5.7% |
| Q1 2022 | $1,107,000 | -1.5% | 40,148 | +3.4% | 0.24% | -2.4% |
| Q4 2021 | $1,124,000 | +9.0% | 38,816 | 0.0% | 0.25% | -4.9% |
| Q3 2021 | $1,031,000 | -1.7% | 38,816 | -0.1% | 0.26% | -29.0% |
| Q2 2021 | $1,049,000 | – | 38,873 | – | 0.37% | – |
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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% |