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 | $21,682,837 | +2.3% | 827,589 | +6.1% | 5.66% | +21.2% |
| Q2 2023 | $21,185,833 | +5.5% | 780,325 | -1.0% | 4.67% | -13.0% |
| Q1 2023 | $20,075,490 | +9.5% | 787,892 | +4.3% | 5.37% | -2.0% |
| Q4 2022 | $18,337,412 | +13.1% | 755,248 | +3.6% | 5.48% | -0.0% |
| Q3 2022 | $16,210,000 | -1.1% | 728,866 | +3.6% | 5.48% | -25.6% |
| Q2 2022 | $16,385,000 | -13.9% | 703,234 | +1.9% | 7.37% | +4.8% |
| Q1 2022 | $19,040,000 | -2.8% | 690,357 | +2.1% | 7.03% | -3.4% |
| Q4 2021 | $19,586,000 | – | 676,095 | – | 7.28% | – |
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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% |