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 | $28,011,531 | -4.5% | 1,069,142 | -1.0% | 12.10% | -3.6% |
| Q2 2023 | $29,325,997 | +13.7% | 1,080,147 | +6.7% | 12.56% | -1.2% |
| Q1 2023 | $25,786,024 | +5.0% | 1,012,010 | +0.0% | 12.71% | -7.3% |
| Q4 2022 | $24,561,843 | +7.3% | 1,011,608 | -1.7% | 13.71% | -9.1% |
| Q3 2022 | $22,889,000 | -4.2% | 1,029,159 | +0.4% | 15.08% | -6.1% |
| Q2 2022 | $23,893,000 | -20.6% | 1,025,467 | -1.3% | 16.06% | -15.1% |
| Q4 2021 | $30,110,000 | – | 1,039,349 | – | 18.91% | – |
Download | ||||||
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% |