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 | $3,253,568 | +9.3% | 124,182 | +13.2% | 2.59% | +13.9% |
| Q2 2023 | $2,978,056 | +14.8% | 109,689 | +7.8% | 2.27% | +7.5% |
| Q1 2023 | $2,593,533 | +9.5% | 101,787 | +4.3% | 2.12% | +42.5% |
| Q4 2022 | $2,368,951 | +39.4% | 97,568 | +27.7% | 1.48% | -24.4% |
| Q3 2022 | $1,699,000 | +18.6% | 76,395 | +24.3% | 1.96% | +9.8% |
| Q2 2022 | $1,432,000 | +1.2% | 61,479 | +19.8% | 1.79% | +4.3% |
| Q1 2022 | $1,415,000 | +40.8% | 51,302 | +47.8% | 1.71% | +42.6% |
| Q4 2021 | $1,005,000 | +26.1% | 34,708 | +15.8% | 1.20% | +6.8% |
| Q3 2021 | $797,000 | – | 29,984 | – | 1.12% | – |
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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% |