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 | $31,629,548 | +8.0% | 1,207,235 | +11.9% | 16.33% | -28.1% |
| Q2 2023 | $29,285,597 | +19.6% | 1,078,659 | +12.3% | 22.72% | +4.7% |
| Q1 2023 | $24,476,070 | +7.6% | 960,599 | +2.5% | 21.70% | -4.5% |
| Q4 2022 | $22,744,513 | +44.0% | 936,759 | +31.9% | 22.73% | +27.6% |
| Q3 2022 | $15,796,000 | -5.8% | 710,232 | -1.3% | 17.81% | -2.2% |
| Q2 2022 | $16,761,000 | -35.2% | 719,345 | -23.2% | 18.21% | -22.3% |
| Q1 2022 | $25,848,000 | +7.0% | 937,217 | +3.1% | 23.44% | +11.7% |
| Q4 2021 | $24,163,000 | – | 909,405 | – | 20.98% | – |
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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% |