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 | $42,648,448 | -2.9% | 1,627,803 | +0.7% | 21.71% | +0.2% |
| Q2 2023 | $43,906,214 | +6.2% | 1,617,172 | -0.3% | 21.67% | -2.5% |
| Q1 2023 | $41,336,304 | +6.9% | 1,622,304 | +1.9% | 22.22% | +0.1% |
| Q4 2022 | $38,651,530 | +9.0% | 1,591,908 | -0.2% | 22.19% | -3.0% |
| Q3 2022 | $35,469,000 | -3.4% | 1,594,841 | +1.3% | 22.89% | +1.5% |
| Q2 2022 | $36,699,000 | -17.7% | 1,575,061 | -2.5% | 22.55% | -11.4% |
| Q1 2022 | $44,572,000 | +4.2% | 1,616,090 | -0.3% | 25.44% | -1.7% |
| Q4 2021 | $42,780,000 | – | 1,621,666 | – | 25.89% | – |
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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% |