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 | $1,273,241 | -4.6% | 48,597 | -1.1% | 0.37% | -15.1% |
Q2 2023 | $1,334,189 | +6.7% | 49,141 | +0.1% | 0.44% | +13.8% |
Q1 2023 | $1,250,893 | +4.9% | 49,093 | -0.0% | 0.38% | +10.1% |
Q4 2022 | $1,192,490 | +9.3% | 49,114 | +0.1% | 0.35% | +6.7% |
Q3 2022 | $1,091,000 | -5.0% | 49,064 | -0.5% | 0.33% | +1.2% |
Q2 2022 | $1,149,000 | -5.7% | 49,307 | +11.6% | 0.32% | +5.2% |
Q1 2022 | $1,219,000 | -1.5% | 44,183 | +3.9% | 0.31% | -16.6% |
Q4 2021 | $1,238,000 | +21.5% | 42,543 | +10.9% | 0.37% | +6.4% |
Q3 2021 | $1,019,000 | – | 38,351 | – | 0.34% | – |
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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% |