DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 384 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,331,751 | +7.6% | 165,334 | +11.5% | 1.25% | +9.1% |
| Q2 2023 | $4,025,911 | +8.2% | 148,284 | +1.6% | 1.15% | +1.6% |
| Q1 2023 | $3,719,724 | +29.3% | 145,986 | +23.3% | 1.13% | +21.1% |
| Q4 2022 | $2,875,845 | +32.0% | 118,445 | +20.9% | 0.93% | +16.5% |
| Q3 2022 | $2,178,000 | +8.7% | 97,947 | +13.9% | 0.80% | +10.0% |
| Q2 2022 | $2,003,000 | +23.8% | 85,982 | +46.5% | 0.73% | +38.2% |
| Q1 2022 | $1,618,000 | -20.5% | 58,681 | -16.4% | 0.53% | -16.8% |
| Q4 2021 | $2,034,000 | +58.3% | 70,207 | +45.2% | 0.63% | +48.0% |
| Q3 2021 | $1,285,000 | +326.9% | 48,365 | +333.3% | 0.43% | +322.8% |
| Q2 2021 | $301,000 | – | 11,161 | – | 0.10% | – |
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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% |