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 | $224,230,719 | +19.2% | 8,558,424 | +23.5% | 10.86% | +3.8% |
| Q2 2023 | $188,070,724 | +2.3% | 6,927,098 | -4.0% | 10.47% | -12.0% |
| Q1 2023 | $183,928,627 | +22.3% | 7,218,548 | +16.6% | 11.89% | +2.1% |
| Q4 2022 | $150,366,714 | -39.9% | 6,193,027 | -45.0% | 11.65% | -21.1% |
| Q3 2022 | $250,225,000 | +63.1% | 11,251,127 | +70.9% | 14.76% | +14.3% |
| Q2 2022 | $153,418,000 | -11.0% | 6,584,393 | +5.3% | 12.92% | -24.7% |
| Q1 2022 | $172,403,000 | +28.5% | 6,250,921 | +34.9% | 17.16% | -38.7% |
| Q4 2021 | $134,205,000 | – | 4,632,512 | – | 28.02% | – |
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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% |