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 | $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% | – |
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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% |