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 | $224,230,719 | +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 | 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% |