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 | $3,333,714 | -4.5% | 127,241 | -1.0% | 1.39% | -3.3% |
| Q2 2023 | $3,491,219 | +0.1% | 128,590 | -6.1% | 1.44% | -5.2% |
| Q1 2023 | $3,488,161 | +3.9% | 136,898 | +0.3% | 1.52% | -8.4% |
| Q4 2022 | $3,358,580 | +10.6% | 136,527 | 0.0% | 1.66% | +4.7% |
| Q3 2022 | $3,036,000 | -3.9% | 136,527 | +8.4% | 1.58% | -1.9% |
| Q2 2022 | $3,160,000 | -13.5% | 126,000 | 0.0% | 1.62% | -9.7% |
| Q1 2022 | $3,655,000 | +0.1% | 126,000 | 0.0% | 1.79% | -3.3% |
| Q4 2021 | $3,650,000 | +14.2% | 126,000 | +4.7% | 1.85% | +6.1% |
| Q3 2021 | $3,196,000 | – | 120,303 | – | 1.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 3,036,695 | $79,561,398 | 68.38% |
| SJS Investment Consulting Inc. | 8,868,609 | $232,357,547 | 58.31% |
| Greenspring Advisors, LLC | 6,899,440 | $180,765,307 | 57.07% |
| Geometric Wealth Advisors | 6,019,948 | $157,722,637 | 49.16% |
| Chico Wealth RIA | 1,408,756 | $36,909,407 | 44.15% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,896,232 | $49,681,276 | 42.72% |
| Syverson Strege & Co | 3,484,322 | $91,289,241 | 40.85% |
| Core Wealth Management, Inc. | 2,948,356 | $77,246,937 | 39.94% |
| Shearwater Capital LLC | 1,660,632 | $43,508,559 | 39.33% |
| GRAND WEALTH MANAGEMENT, LLC | 2,395,919 | $62,773,088 | 38.44% |