DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 601 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,477,026 | -18.6% | 170,879 | -15.6% | 0.01% | -14.3% |
| Q2 2023 | $5,498,631 | +11.3% | 202,528 | +4.5% | 0.01% | 0.0% |
| Q1 2023 | $4,940,291 | +14.7% | 193,889 | +9.3% | 0.01% | 0.0% |
| Q4 2022 | $4,305,841 | +18.1% | 177,341 | +8.2% | 0.01% | +16.7% |
| Q3 2022 | $3,646,000 | +6.7% | 163,955 | +11.8% | 0.01% | 0.0% |
| Q2 2022 | $3,416,000 | -28.3% | 146,599 | -15.2% | 0.01% | -25.0% |
| Q1 2022 | $4,766,000 | -3.4% | 172,775 | +1.5% | 0.01% | 0.0% |
| Q4 2021 | $4,933,000 | +10.4% | 170,264 | +1.2% | 0.01% | 0.0% |
| Q3 2021 | $4,470,000 | -1.0% | 168,222 | +0.5% | 0.01% | -11.1% |
| Q2 2021 | $4,517,000 | – | 167,385 | – | 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% |