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 | $12,759,793 | -13.6% | 487,015 | -10.5% | 3.89% | -8.7% |
| Q2 2023 | $14,772,641 | +3.2% | 544,112 | -3.2% | 4.26% | +0.9% |
| Q1 2023 | $14,320,677 | +2.4% | 562,036 | -2.4% | 4.22% | -6.0% |
| Q4 2022 | $13,987,028 | -45.3% | 576,072 | -49.9% | 4.49% | -53.1% |
| Q3 2022 | $25,587,000 | -8.5% | 1,150,512 | -4.1% | 9.57% | -5.8% |
| Q2 2022 | $27,965,000 | -22.8% | 1,200,233 | -8.6% | 10.16% | -32.9% |
| Q1 2022 | $36,217,000 | -26.6% | 1,313,179 | -22.9% | 15.14% | -22.3% |
| Q4 2021 | $49,373,000 | – | 1,704,288 | – | 19.49% | – |
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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% |