DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 627 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,147,149 | +1.3% | 8,707,906 | +4.9% | 38.28% | -1.0% |
| Q2 2023 | $225,313,148 | +15.9% | 8,298,827 | +8.8% | 38.66% | +0.7% |
| Q1 2023 | $194,430,067 | +19.0% | 7,630,693 | +13.4% | 38.39% | +0.7% |
| Q4 2022 | $163,349,458 | +25.7% | 6,727,737 | +15.2% | 38.14% | -8.2% |
| Q3 2022 | $129,907,245 | -1.4% | 5,841,153 | +3.3% | 41.52% | -32.7% |
| Q2 2022 | $131,742,376 | -10.4% | 5,654,179 | +6.1% | 61.70% | -12.4% |
| Q1 2022 | $146,970,280 | +4.0% | 5,328,872 | +9.2% | 70.41% | +12.2% |
| Q4 2021 | $141,382,338 | – | 4,880,302 | – | 62.77% | – |
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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% |