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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,349,779 | -4.3% | 204,190 | -0.8% | 3.93% | +3.2% |
| Q2 2023 | $5,588,526 | +2.8% | 205,839 | -3.6% | 3.81% | +3.0% |
| Q1 2023 | $5,438,929 | +7.2% | 213,459 | +2.2% | 3.69% | +4.3% |
| Q4 2022 | $5,072,503 | +10.6% | 208,917 | +1.3% | 3.54% | -1.3% |
| Q3 2022 | $4,587,000 | +1.4% | 206,247 | +6.3% | 3.59% | -2.5% |
| Q2 2022 | $4,523,000 | -14.9% | 194,102 | +0.8% | 3.68% | -0.5% |
| Q1 2022 | $5,312,000 | +2.2% | 192,600 | -0.1% | 3.70% | +0.0% |
| Q2 2021 | $5,199,000 | – | 192,699 | – | 3.70% | – |
Download | ||||||
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% |