DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 627 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $122,471 | +12.8% | 4,511 | +5.8% | 0.06% | +41.3% |
| Q1 2023 | $108,595 | +5.1% | 4,262 | +0.2% | 0.05% | -9.8% |
| Q4 2022 | $103,312 | +9.9% | 4,255 | +0.4% | 0.05% | +18.6% |
| Q3 2022 | $94,000 | -5.1% | 4,240 | +0.3% | 0.04% | -4.4% |
| Q2 2022 | $99,000 | -56.6% | 4,229 | -48.9% | 0.04% | -4.3% |
| Q1 2022 | $228,000 | +90.0% | 8,268 | +100.3% | 0.05% | -11.3% |
| Q4 2021 | $120,000 | +10.1% | 4,128 | +0.3% | 0.05% | 0.0% |
| Q3 2021 | $109,000 | -1.8% | 4,117 | +0.2% | 0.05% | -7.0% |
| Q2 2021 | $111,000 | – | 4,109 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,919,473 | $74,388,168 | 68.47% |
| SJS Investment Consulting Inc. | 8,298,796 | $211,453,318 | 57.64% |
| Geometric Wealth Advisors | 5,595,967 | $142,025,641 | 49.59% |
| Greenspring Advisors, LLC | 7,781,335 | $198,268,397 | 43.29% |
| Chico Wealth RIA | 1,287,983 | $32,817,807 | 42.22% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,868,958 | $47,621,041 | 42.18% |
| Core Wealth Management, Inc. | 2,858,512 | $72,834,895 | 39.33% |
| Rockwood Wealth Management, LLC | 7,630,693 | $194,430,067 | 38.39% |
| GRAND WEALTH MANAGEMENT, LLC | 2,500,059 | $63,701,508 | 38.30% |
| Shearwater Capital LLC | 1,589,587 | $40,502,676 | 37.62% |