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 | $31,349,103 | -4.3% | 1,196,531 | -0.8% | 11.30% | -3.5% |
| Q2 2023 | $32,747,175 | +4.8% | 1,206,157 | -1.7% | 11.71% | +0.8% |
| Q1 2023 | $31,253,409 | +5.1% | 1,226,586 | +0.2% | 11.62% | -3.4% |
| Q4 2022 | $29,735,605 | +3.3% | 1,224,695 | -5.4% | 12.03% | -4.1% |
| Q3 2022 | $28,784,000 | +24.6% | 1,294,236 | +30.6% | 12.55% | +26.7% |
| Q2 2022 | $23,099,000 | -14.0% | 991,361 | +6.9% | 9.90% | -12.8% |
| Q4 2021 | $26,856,000 | +40.4% | 927,018 | +28.7% | 11.35% | +24.5% |
| Q3 2021 | $19,131,000 | +12.5% | 720,022 | +14.2% | 9.12% | -1.5% |
| Q2 2021 | $17,004,000 | – | 630,246 | – | 9.26% | – |
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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% |