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 | $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 | 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% |