DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 534 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,010,000 | +7.0% | 992,787 | +10.9% | 0.01% | +16.7% |
| Q2 2023 | $24,307,000 | +15.7% | 895,320 | +8.6% | 0.01% | 0.0% |
| Q1 2023 | $21,004,000 | +19.0% | 824,305 | +13.4% | 0.01% | +20.0% |
| Q4 2022 | $17,648,000 | +245.3% | 726,831 | +216.2% | 0.01% | +150.0% |
| Q3 2022 | $5,111,000 | +11.0% | 229,835 | +16.3% | 0.00% | +100.0% |
| Q2 2022 | $4,603,000 | -5.2% | 197,582 | +12.2% | 0.00% | 0.0% |
| Q1 2022 | $4,855,000 | -8.5% | 176,039 | -3.9% | 0.00% | 0.0% |
| Q4 2021 | $5,306,000 | +15.7% | 183,155 | +6.1% | 0.00% | 0.0% |
| Q3 2021 | $4,585,000 | -20.7% | 172,544 | -19.5% | 0.00% | -50.0% |
| Q2 2021 | $5,781,000 | – | 214,241 | – | 0.00% | – |
Download | ||||||
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% |