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 | $42,388,951 | +8.6% | 1,617,899 | +12.5% | 27.07% | +0.1% |
| Q2 2023 | $39,029,019 | +8.0% | 1,437,533 | +1.3% | 27.03% | +0.8% |
| Q1 2023 | $36,146,859 | +15.1% | 1,418,637 | +9.7% | 26.81% | -10.0% |
| Q4 2022 | $31,402,319 | +13.6% | 1,293,341 | +4.0% | 29.80% | -6.3% |
| Q3 2022 | $27,655,000 | -5.3% | 1,243,472 | -0.8% | 31.79% | +0.6% |
| Q2 2022 | $29,206,000 | -11.6% | 1,253,473 | +4.7% | 31.60% | -10.3% |
| Q1 2022 | $33,029,000 | +2.9% | 1,197,558 | +8.1% | 35.22% | +3.6% |
| Q4 2021 | $32,107,000 | – | 1,108,284 | – | 33.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,982,371 | $80,971,379 | 69.20% |
| SJS Investment Consulting Inc. | 8,501,610 | $230,818,706 | 57.94% |
| Greenspring Advisors, LLC | 6,841,536 | $185,747,711 | 57.01% |
| Geometric Wealth Advisors | 5,874,755 | $161,673,250 | 50.32% |
| Chico Wealth RIA | 1,376,667 | $37,376,509 | 44.54% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,904,284 | $51,701,301 | 42.99% |
| Syverson Strege & Co | 3,461,579 | $93,981,867 | 40.24% |
| Core Wealth Management, Inc. | 2,890,656 | $78,481,303 | 39.84% |
| GRAND WEALTH MANAGEMENT, LLC | 2,405,966 | $65,321,977 | 38.84% |
| Shearwater Capital LLC | 1,633,557 | $44,351,061 | 38.78% |