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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $7,012,556 | +9.6% | 239,910 | -1.8% | 0.97% | +12.8% |
| Q3 2023 | $6,400,024 | -0.8% | 244,276 | +2.8% | 0.86% | -7.0% |
| Q2 2023 | $6,452,648 | +35.1% | 237,667 | +26.8% | 0.93% | +23.0% |
| Q1 2023 | $4,777,634 | -7.7% | 187,505 | -12.1% | 0.75% | -17.3% |
| Q4 2022 | $5,178,290 | +25.0% | 213,274 | +14.5% | 0.91% | -12.3% |
| Q3 2022 | $4,143,000 | -5.6% | 186,275 | -1.1% | 1.04% | -16.0% |
| Q2 2022 | $4,387,000 | -35.6% | 188,266 | -23.8% | 1.24% | -27.1% |
| Q1 2022 | $6,815,000 | +94.8% | 247,085 | +104.6% | 1.70% | +86.4% |
| Q4 2021 | $3,499,000 | +6.2% | 120,768 | -2.6% | 0.91% | -15.3% |
| Q3 2021 | $3,294,000 | -1.8% | 123,988 | -0.2% | 1.08% | +1.6% |
| Q2 2021 | $3,353,000 | – | 124,284 | – | 1.06% | – |
Download | ||||||
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% |