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 | $13,654,636 | +0.6% | 521,169 | +4.2% | 7.10% | +2.1% |
| Q2 2023 | $13,574,071 | +28.0% | 499,966 | +20.1% | 6.95% | +14.0% |
| Q1 2023 | $10,604,949 | -1.1% | 416,207 | -5.8% | 6.10% | -7.3% |
| Q4 2022 | $10,724,229 | +11.0% | 441,690 | +1.7% | 6.58% | -1.8% |
| Q3 2022 | $9,661,000 | -0.2% | 434,408 | +4.6% | 6.70% | +1.9% |
| Q2 2022 | $9,678,000 | -14.6% | 415,278 | +1.1% | 6.58% | -4.4% |
| Q1 2022 | $11,332,000 | +0.3% | 410,812 | +0.4% | 6.88% | -4.8% |
| Q4 2021 | $11,293,000 | – | 409,150 | – | 7.23% | – |
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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% |