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 | $499,636 | -4.6% | 19,070 | -1.2% | 0.14% | -4.1% |
| Q2 2023 | $523,863 | +5.3% | 19,295 | -1.2% | 0.15% | +0.7% |
| Q1 2023 | $497,504 | +5.8% | 19,525 | +0.8% | 0.14% | -2.7% |
| Q4 2022 | $470,133 | +10.9% | 19,363 | +1.5% | 0.15% | -12.4% |
| Q3 2022 | $424,000 | -8.4% | 19,070 | -4.1% | 0.17% | -4.0% |
| Q2 2022 | $463,000 | -14.1% | 19,880 | +1.8% | 0.18% | +8.6% |
| Q1 2022 | $539,000 | -3.9% | 19,536 | +0.8% | 0.16% | +3.8% |
| Q4 2021 | $561,000 | +3.1% | 19,376 | -5.4% | 0.16% | -4.8% |
| Q3 2021 | $544,000 | -1.4% | 20,478 | +0.1% | 0.16% | +1.2% |
| Q2 2021 | $552,000 | – | 20,464 | – | 0.16% | – |
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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% |