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 | $2,838,861 | +0.4% | 108,353 | +4.0% | 0.60% | -1.0% |
| Q2 2023 | $2,828,701 | +8.1% | 104,188 | +1.5% | 0.61% | -17.9% |
| Q1 2023 | $2,616,197 | +13.3% | 102,677 | +7.9% | 0.74% | +6.8% |
| Q4 2022 | $2,309,561 | -1.3% | 95,122 | -9.6% | 0.70% | -6.3% |
| Q3 2022 | $2,339,000 | -1.5% | 105,169 | +3.2% | 0.74% | +13.8% |
| Q2 2022 | $2,374,000 | -19.3% | 101,876 | +0.4% | 0.65% | -9.3% |
| Q4 2021 | $2,940,000 | – | 101,478 | – | 0.72% | – |
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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% |