DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 454 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $35,458,375 | +20.9% | 1,351,413 | +25.2% | 3.59% | +19.4% |
Q2 2023 | $29,320,103 | +22.6% | 1,079,232 | +15.0% | 3.01% | +10.1% |
Q1 2023 | $23,918,564 | +27.7% | 938,719 | +21.7% | 2.73% | +14.4% |
Q4 2022 | $18,724,817 | +42.5% | 771,203 | +30.5% | 2.39% | +20.5% |
Q3 2022 | $13,138,000 | +23.5% | 590,739 | +29.4% | 1.98% | +16.1% |
Q2 2022 | $10,640,000 | +2722.3% | 456,631 | +3243.8% | 1.71% | +2567.2% |
Q1 2022 | $377,000 | -94.8% | 13,656 | -94.6% | 0.06% | -95.0% |
Q4 2021 | $7,260,000 | +9.2% | 250,595 | +0.1% | 1.29% | -16.3% |
Q3 2021 | $6,651,000 | -2.6% | 250,330 | -1.1% | 1.54% | -8.2% |
Q2 2021 | $6,828,000 | – | 253,082 | – | 1.68% | – |
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% |