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 | $224,723 | -20.9% | 8,680 | -17.0% | 0.08% | -18.4% |
| Q2 2023 | $284,011 | +12.2% | 10,461 | +5.3% | 0.10% | +10.1% |
| Q1 2023 | $253,050 | -17.2% | 9,931 | -18.7% | 0.09% | -22.6% |
| Q4 2022 | $305,790 | +11.6% | 12,212 | -0.7% | 0.12% | -1.7% |
| Q3 2022 | $274,000 | +35.0% | 12,298 | +41.2% | 0.12% | +42.7% |
| Q2 2022 | $203,000 | -21.3% | 8,710 | -7.6% | 0.08% | -9.9% |
| Q1 2022 | $258,000 | -5.8% | 9,423 | -0.4% | 0.09% | -9.9% |
| Q4 2021 | $274,000 | +7.9% | 9,461 | -1.1% | 0.10% | -12.9% |
| Q3 2021 | $254,000 | -1.6% | 9,571 | 0.0% | 0.12% | -7.9% |
| Q2 2021 | $258,000 | – | 9,571 | – | 0.13% | – |
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% |