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 | $5,043,317 | -3.4% | 191,834 | -0.1% | 1.30% | +0.1% |
| Q2 2023 | $5,222,055 | +6.1% | 192,058 | +0.2% | 1.30% | +0.3% |
| Q1 2023 | $4,922,668 | +0.8% | 191,767 | +0.1% | 1.29% | -2.0% |
| Q4 2022 | $4,885,208 | +19.3% | 191,502 | +10.5% | 1.32% | +4.8% |
| Q3 2022 | $4,094,000 | -6.6% | 173,312 | +0.2% | 1.26% | -0.9% |
| Q2 2022 | $4,385,000 | -4.5% | 172,976 | -0.1% | 1.27% | +4.2% |
| Q1 2022 | $4,592,000 | -6.4% | 173,090 | +0.9% | 1.22% | -5.2% |
| Q4 2021 | $4,905,000 | -1.6% | 171,518 | -5.1% | 1.29% | -6.2% |
| Q3 2021 | $4,986,000 | +3.7% | 180,800 | +0.7% | 1.37% | -0.4% |
| Q2 2021 | $4,809,000 | – | 179,558 | – | 1.38% | – |
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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% |