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 | $40,747,529 | +7.7% | 1,555,249 | +11.6% | 0.82% | +9.9% |
| Q2 2023 | $37,837,992 | +17.5% | 1,393,664 | +10.3% | 0.75% | +10.5% |
| Q1 2023 | $32,206,327 | -15.9% | 1,263,984 | -19.9% | 0.68% | -21.9% |
| Q4 2022 | $38,307,294 | +10.8% | 1,577,731 | +1.5% | 0.87% | +1.8% |
| Q3 2022 | $34,567,000 | -3.5% | 1,554,241 | +1.1% | 0.85% | +1.5% |
| Q2 2022 | $35,816,000 | -14.4% | 1,537,195 | +1.3% | 0.84% | -2.9% |
| Q1 2022 | $41,833,000 | -4.6% | 1,516,778 | +0.2% | 0.86% | -2.3% |
| Q4 2021 | $43,835,000 | +7.0% | 1,513,120 | -1.9% | 0.88% | -1.8% |
| Q3 2021 | $40,965,000 | -1.8% | 1,541,787 | -0.3% | 0.90% | +0.6% |
| Q2 2021 | $41,730,000 | – | 1,546,708 | – | 0.90% | – |
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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% |