DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,657,791 | -6.1% | 1,857,168 | -2.7% | 4.69% | -8.2% |
| Q2 2023 | $51,816,032 | +1.9% | 1,908,509 | -4.4% | 5.11% | -8.3% |
| Q1 2023 | $50,860,513 | +4.2% | 1,996,095 | -0.7% | 5.58% | -5.2% |
| Q4 2022 | $48,816,552 | +1.1% | 2,010,566 | -1.1% | 5.88% | -3.6% |
| Q3 2022 | $48,265,000 | +0.9% | 2,032,199 | -0.6% | 6.10% | -10.1% |
| Q2 2022 | $47,819,000 | -17.3% | 2,043,562 | -2.5% | 6.78% | -20.2% |
| Q1 2022 | $57,809,000 | -8.8% | 2,096,064 | -4.2% | 8.50% | -18.2% |
| Q4 2021 | $63,370,000 | +6.7% | 2,187,427 | -2.2% | 10.39% | -3.0% |
| Q3 2021 | $59,416,000 | -3.0% | 2,236,215 | -1.5% | 10.72% | -24.4% |
| Q2 2021 | $61,235,000 | – | 2,269,632 | – | 14.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,982,371 | $80,971,379 | 69.20% |
| SJS Investment Consulting Inc. | 8,501,610 | $230,818,706 | 57.94% |
| Greenspring Advisors, LLC | 6,841,536 | $185,747,711 | 57.01% |
| Geometric Wealth Advisors | 5,874,755 | $161,673,250 | 50.32% |
| Chico Wealth RIA | 1,376,667 | $37,376,509 | 44.54% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,904,284 | $51,701,301 | 42.99% |
| Syverson Strege & Co | 3,461,579 | $93,981,867 | 40.24% |
| Core Wealth Management, Inc. | 2,890,656 | $78,481,303 | 39.84% |
| GRAND WEALTH MANAGEMENT, LLC | 2,405,966 | $65,321,977 | 38.84% |
| Shearwater Capital LLC | 1,633,557 | $44,351,061 | 38.78% |