DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 539 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,937 | -1.0% | 455,627 | +2.6% | 0.18% | +4.7% |
| Q2 2023 | $12,056 | +2.5% | 444,055 | -3.8% | 0.17% | -1.7% |
| Q1 2023 | $11,766 | +58.7% | 461,765 | +51.2% | 0.17% | +67.3% |
| Q4 2022 | $7,415 | -99.8% | 305,398 | +38.3% | 0.10% | +19.5% |
| Q3 2022 | $4,912,000 | +12.6% | 220,882 | +17.9% | 0.09% | +16.0% |
| Q2 2022 | $4,364,000 | -10.9% | 187,286 | +5.5% | 0.08% | +2.7% |
| Q1 2022 | $4,897,000 | +45.6% | 177,574 | +53.0% | 0.07% | +23.7% |
| Q4 2021 | $3,363,000 | +9.5% | 116,090 | +0.5% | 0.06% | 0.0% |
| Q3 2021 | $3,070,000 | -1.8% | 115,538 | -0.3% | 0.06% | -4.8% |
| Q2 2021 | $3,127,000 | – | 115,898 | – | 0.06% | – |
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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% |