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 | $5,806,172 | -5.4% | 221,609 | -1.9% | 1.97% | -2.7% |
| Q2 2023 | $6,135,480 | +48.1% | 225,984 | +39.0% | 2.02% | +34.8% |
| Q1 2023 | $4,143,280 | +8.7% | 162,609 | +3.6% | 1.50% | +0.3% |
| Q4 2022 | $3,812,565 | +8.9% | 157,025 | -0.2% | 1.50% | -3.6% |
| Q3 2022 | $3,500,000 | -7.1% | 157,396 | -2.6% | 1.55% | +2.6% |
| Q2 2022 | $3,767,000 | -15.8% | 161,666 | -0.4% | 1.51% | +0.1% |
| Q1 2022 | $4,476,000 | -0.7% | 162,286 | +4.3% | 1.51% | -0.9% |
| Q4 2021 | $4,506,000 | +16.9% | 155,534 | +7.2% | 1.53% | +8.2% |
| Q3 2021 | $3,856,000 | +3.9% | 145,120 | +5.5% | 1.41% | +4.7% |
| Q2 2021 | $3,710,000 | – | 137,495 | – | 1.35% | – |
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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% |