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 | $21,481,139 | -7.1% | 819,891 | -3.8% | 1.78% | +11.2% |
| Q2 2023 | $23,132,218 | +4.4% | 852,015 | -2.1% | 1.60% | -0.2% |
| Q1 2023 | $22,165,764 | +8.7% | 869,928 | +3.6% | 1.61% | +10.3% |
| Q4 2022 | $20,388,544 | +16.4% | 839,726 | +6.6% | 1.46% | +1.0% |
| Q3 2022 | $17,522,000 | -12.6% | 787,861 | -8.4% | 1.44% | -4.9% |
| Q2 2022 | $20,049,000 | -21.0% | 860,478 | -6.5% | 1.52% | -11.0% |
| Q1 2022 | $25,375,000 | -4.1% | 920,046 | +0.7% | 1.70% | +0.4% |
| Q4 2021 | $26,469,000 | -0.1% | 913,673 | -8.3% | 1.70% | -9.8% |
| Q3 2021 | $26,483,000 | -0.5% | 996,717 | +1.1% | 1.88% | -6.1% |
| Q2 2021 | $26,609,000 | – | 986,241 | – | 2.00% | – |
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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% |