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 | $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 | 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% |