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 | $81,339,498 | -5.1% | 3,104,561 | -1.6% | 16.94% | -3.7% |
| Q2 2023 | $85,698,981 | +4.4% | 3,156,500 | -2.1% | 17.60% | -1.6% |
| Q1 2023 | $82,113,868 | +3.3% | 3,222,679 | -1.6% | 17.88% | -2.8% |
| Q4 2022 | $79,490,220 | +9.1% | 3,273,897 | -0.1% | 18.39% | +0.8% |
| Q3 2022 | $72,881,000 | -6.0% | 3,277,044 | -1.5% | 18.24% | -0.9% |
| Q2 2022 | $77,528,000 | -15.9% | 3,327,372 | -0.5% | 18.41% | -5.1% |
| Q1 2022 | $92,193,000 | -4.5% | 3,342,727 | +0.3% | 19.40% | +0.3% |
| Q4 2021 | $96,504,000 | +9.6% | 3,331,155 | +0.5% | 19.33% | +1.5% |
| Q3 2021 | $88,051,000 | -2.7% | 3,313,928 | -1.2% | 19.05% | -9.9% |
| Q2 2021 | $90,527,000 | – | 3,355,349 | – | 21.14% | – |
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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% |