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 | $8,722,001 | -2.0% | 332,901 | +1.5% | 0.71% | -0.8% |
| Q2 2023 | $8,903,588 | +4.2% | 327,941 | -2.2% | 0.71% | -1.5% |
| Q1 2023 | $8,542,787 | +111980.6% | 335,274 | +6.8% | 0.72% | +2.8% |
| Q4 2022 | $7,622 | -98.5% | 313,937 | +1295.6% | 0.70% | +1253.8% |
| Q3 2022 | $500,000 | -4.4% | 22,494 | +0.1% | 0.05% | +10.6% |
| Q2 2022 | $523,000 | -15.5% | 22,464 | +0.1% | 0.05% | -6.0% |
| Q1 2022 | $619,000 | -4.6% | 22,435 | +0.1% | 0.05% | -5.7% |
| Q4 2021 | $649,000 | +6.6% | 22,418 | -2.2% | 0.05% | -15.9% |
| Q3 2021 | $609,000 | -1.5% | 22,920 | +0.1% | 0.06% | +1.6% |
| Q2 2021 | $618,000 | – | 22,898 | – | 0.06% | – |
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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% |