DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 501 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,323 | -8.6% | 11,081 | -5.3% | 0.15% | -10.9% |
| Q2 2023 | $317,683 | -13.4% | 11,701 | -18.7% | 0.16% | -17.1% |
| Q1 2023 | $366,810 | +1.6% | 14,396 | -3.2% | 0.20% | -3.9% |
| Q4 2022 | $360,946 | -10.2% | 14,866 | -17.8% | 0.21% | -11.9% |
| Q3 2022 | $402,000 | -7.8% | 18,079 | -3.4% | 0.24% | -3.7% |
| Q2 2022 | $436,000 | -22.6% | 18,709 | -8.1% | 0.24% | -9.6% |
| Q1 2022 | $563,000 | -4.6% | 20,359 | 0.0% | 0.27% | -2.5% |
| Q4 2021 | $590,000 | +9.1% | 20,359 | 0.0% | 0.28% | -1.1% |
| Q3 2021 | $541,000 | -2.3% | 20,359 | -0.8% | 0.28% | -4.1% |
| Q2 2021 | $554,000 | – | 20,519 | – | 0.29% | – |
Download | ||||||
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% |