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 | $3,025,283 | +21.9% | 115,579 | +25.0% | 0.15% | -52.7% |
| Q2 2023 | $2,482,369 | -1.2% | 92,488 | -6.2% | 0.32% | +153.2% |
| Q1 2023 | $2,511,669 | -27.6% | 98,561 | -31.0% | 0.13% | -21.7% |
| Q4 2022 | $3,467,639 | +94.2% | 142,819 | +77.8% | 0.16% | +50.5% |
| Q3 2022 | $1,786,000 | -3.9% | 80,308 | +0.7% | 0.11% | 0.0% |
| Q2 2022 | $1,858,000 | -18.3% | 79,749 | -3.3% | 0.11% | +28.9% |
| Q1 2022 | $2,275,000 | -4.7% | 82,505 | +0.2% | 0.08% | -4.6% |
| Q4 2021 | $2,386,000 | – | 82,348 | – | 0.09% | – |
Download | ||||||
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% |