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 | $21,068,916 | -7.4% | 804,157 | -4.1% | 0.04% | -7.9% |
Q2 2023 | $22,756,642 | +35.8% | 838,182 | +27.5% | 0.04% | +31.0% |
Q1 2023 | $16,754,615 | +50.0% | 657,559 | +42.9% | 0.03% | +45.0% |
Q4 2022 | $11,172,306 | +4.0% | 460,144 | -4.8% | 0.02% | -4.8% |
Q3 2022 | $10,744,000 | -3.5% | 483,108 | +1.1% | 0.02% | +5.0% |
Q2 2022 | $11,135,000 | +5.2% | 477,895 | +24.5% | 0.02% | +17.6% |
Q1 2022 | $10,583,000 | -5.8% | 383,715 | -1.0% | 0.02% | 0.0% |
Q4 2021 | $11,229,000 | -0.6% | 387,635 | -8.8% | 0.02% | -10.5% |
Q3 2021 | $11,292,000 | +143.4% | 425,005 | +147.1% | 0.02% | +137.5% |
Q2 2021 | $4,640,000 | – | 171,982 | – | 0.01% | – |
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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% |