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 | $2,237,069 | -3.2% | 85,384 | +0.4% | 0.98% | -0.2% |
| Q2 2023 | $2,309,860 | +6.9% | 85,078 | +0.3% | 0.99% | -2.6% |
| Q1 2023 | $2,160,420 | +5.2% | 84,789 | +0.2% | 1.01% | +0.1% |
| Q4 2022 | $2,053,832 | +9.7% | 84,589 | +0.5% | 1.01% | -3.3% |
| Q3 2022 | $1,872,000 | -4.2% | 84,169 | +0.4% | 1.05% | +1.8% |
| Q2 2022 | $1,954,000 | -21.8% | 83,851 | -2.8% | 1.03% | -11.4% |
| Q4 2021 | $2,499,000 | +5.1% | 86,264 | -3.6% | 1.16% | -7.6% |
| Q3 2021 | $2,377,000 | -1.2% | 89,455 | +0.3% | 1.26% | -5.6% |
| Q2 2021 | $2,407,000 | – | 89,211 | – | 1.33% | – |
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% |