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 | $3,880,875 | -4.9% | 148,125 | -1.5% | 0.09% | -2.2% |
| Q2 2023 | $4,082,111 | +8.7% | 150,354 | +2.0% | 0.09% | 0.0% |
| Q1 2023 | $3,754,554 | +7.5% | 147,353 | +9.5% | 0.09% | -6.2% |
| Q4 2022 | $3,492,022 | +16.2% | 134,515 | -0.5% | 0.10% | -15.8% |
| Q3 2022 | $3,006,000 | -12.1% | 135,162 | -7.9% | 0.11% | -2.6% |
| Q2 2022 | $3,421,000 | -15.9% | 146,824 | -0.4% | 0.12% | -26.9% |
| Q1 2022 | $4,067,000 | -5.7% | 147,462 | -0.9% | 0.16% | -8.6% |
| Q4 2021 | $4,312,000 | +9.0% | 148,844 | -0.0% | 0.18% | -3.8% |
| Q3 2021 | $3,955,000 | -2.4% | 148,852 | -0.9% | 0.18% | -2.7% |
| Q2 2021 | $4,051,000 | – | 150,148 | – | 0.19% | – |
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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% |