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 | $837,991 | -3.5% | 31,984 | 0.0% | 0.36% | -4.0% |
| Q2 2023 | $868,376 | +6.6% | 31,984 | 0.0% | 0.37% | -3.6% |
| Q1 2023 | $814,962 | +10.2% | 31,984 | +5.0% | 0.39% | +3.2% |
| Q4 2022 | $739,505 | +9.2% | 30,457 | 0.0% | 0.38% | -0.3% |
| Q3 2022 | $677,000 | -4.6% | 30,457 | 0.0% | 0.38% | +2.7% |
| Q2 2022 | $710,000 | +28.2% | 30,457 | +51.6% | 0.37% | +41.7% |
| Q1 2022 | $554,000 | +25.9% | 20,094 | +32.5% | 0.26% | +27.0% |
| Q4 2021 | $440,000 | +13.1% | 15,171 | +3.6% | 0.20% | +3.6% |
| Q3 2021 | $389,000 | -1.5% | 14,637 | 0.0% | 0.20% | -11.3% |
| Q2 2021 | $395,000 | – | 14,637 | – | 0.22% | – |
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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% |