DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 384 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,619,119 | -4.1% | 176,302 | -0.6% | 1.43% | -1.4% |
| Q2 2023 | $4,816,227 | +6.6% | 177,393 | -0.5% | 1.45% | -2.9% |
| Q1 2023 | $4,519,582 | +2.6% | 178,217 | -1.8% | 1.50% | -4.7% |
| Q4 2022 | $4,406,431 | +5.0% | 181,484 | -3.8% | 1.57% | -29.5% |
| Q3 2022 | $4,195,308 | -5.4% | 188,638 | -0.8% | 2.22% | -3.4% |
| Q2 2022 | $4,432,638 | -16.0% | 190,242 | -0.5% | 2.30% | -1.8% |
| Q1 2022 | $5,275,391 | -17.2% | 191,276 | -13.0% | 2.34% | +4.2% |
| Q4 2021 | $6,371,782 | +6.2% | 219,944 | -2.6% | 2.25% | +1.9% |
| Q3 2021 | $5,997,388 | -5.6% | 225,720 | -4.1% | 2.21% | -11.2% |
| Q2 2021 | $6,351,901 | – | 235,430 | – | 2.49% | – |
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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% |