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 | $343,089 | +8.9% | 13,095 | +12.8% | 0.00% | 0.0% |
| Q2 2023 | $315,049 | +3.2% | 11,604 | -3.2% | 0.00% | 0.0% |
| Q1 2023 | $305,378 | -71.9% | 11,985 | -73.3% | 0.00% | -50.0% |
| Q4 2022 | $1,088,302 | +14.0% | 44,823 | +4.4% | 0.00% | 0.0% |
| Q3 2022 | $955,000 | -35.7% | 42,941 | -32.6% | 0.00% | -33.3% |
| Q2 2022 | $1,485,000 | -36.3% | 63,744 | -24.6% | 0.00% | -25.0% |
| Q1 2022 | $2,333,000 | -37.7% | 84,597 | -34.5% | 0.00% | -33.3% |
| Q4 2021 | $3,744,000 | +159.8% | 129,228 | +138.3% | 0.01% | +100.0% |
| Q3 2021 | $1,441,000 | +300.3% | 54,218 | +306.2% | 0.00% | +200.0% |
| Q2 2021 | $360,000 | – | 13,346 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,982,371 | $80,971,379 | 69.20% |
| SJS Investment Consulting Inc. | 8,501,610 | $230,818,706 | 57.94% |
| Greenspring Advisors, LLC | 6,841,536 | $185,747,711 | 57.01% |
| Geometric Wealth Advisors | 5,874,755 | $161,673,250 | 50.32% |
| Chico Wealth RIA | 1,376,667 | $37,376,509 | 44.54% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,904,284 | $51,701,301 | 42.99% |
| Syverson Strege & Co | 3,461,579 | $93,981,867 | 40.24% |
| Core Wealth Management, Inc. | 2,890,656 | $78,481,303 | 39.84% |
| GRAND WEALTH MANAGEMENT, LLC | 2,405,966 | $65,321,977 | 38.84% |
| Shearwater Capital LLC | 1,633,557 | $44,351,061 | 38.78% |