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 | $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% | – |
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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% |