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 | $547,030 | -3.5% | 20,879 | 0.0% | 0.07% | -5.3% |
| Q2 2023 | $566,865 | -36.8% | 20,879 | -40.7% | 0.08% | -41.9% |
| Q1 2023 | $897,278 | +4.6% | 35,215 | -0.3% | 0.13% | -4.4% |
| Q4 2022 | $857,642 | +34.8% | 35,323 | +29.5% | 0.14% | +8.9% |
| Q2 2022 | $636,000 | -17.7% | 27,276 | -2.7% | 0.12% | -9.5% |
| Q1 2022 | $773,000 | -24.4% | 28,030 | -20.6% | 0.14% | -25.5% |
| Q4 2021 | $1,023,000 | +9.8% | 35,319 | +0.7% | 0.18% | -2.1% |
| Q3 2021 | $932,000 | -0.6% | 35,073 | +0.9% | 0.19% | +1.1% |
| Q2 2021 | $938,000 | – | 34,777 | – | 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% |