DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 454 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,577,823 | +7.9% | 480,070 | +11.8% | 9.64% | +10.9% |
| Q2 2023 | $11,653,922 | +11.9% | 429,242 | +5.6% | 8.69% | +6.8% |
| Q1 2023 | $10,418,490 | +20.4% | 406,496 | +14.0% | 8.14% | +11.3% |
| Q4 2022 | $8,655,488 | +37.9% | 356,486 | +26.3% | 7.31% | +25.3% |
| Q3 2022 | $6,276,000 | +6.8% | 282,194 | +21.8% | 5.84% | +22.4% |
| Q2 2022 | $5,875,000 | +50.0% | 231,760 | +63.2% | 4.77% | +60.8% |
| Q1 2022 | $3,917,000 | +77.6% | 142,013 | +86.5% | 2.96% | +79.7% |
| Q4 2021 | $2,206,000 | +7.6% | 76,145 | +0.2% | 1.65% | -3.8% |
| Q2 2021 | $2,050,000 | – | 75,999 | – | 1.72% | – |
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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% |