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 | $33,666,484 | +18.4% | 1,284,980 | +22.7% | 1.71% | +19.1% |
| Q2 2023 | $28,432,408 | +21.3% | 1,047,234 | +13.9% | 1.43% | +7.7% |
| Q1 2023 | $23,431,599 | +21.6% | 919,607 | +15.8% | 1.33% | +15.6% |
| Q4 2022 | $19,276,196 | +28.4% | 793,913 | +17.6% | 1.15% | +30.8% |
| Q3 2022 | $15,008,000 | +4.7% | 674,835 | +9.7% | 0.88% | +6.0% |
| Q2 2022 | $14,336,000 | -9.2% | 615,259 | +7.5% | 0.83% | +12.9% |
| Q1 2022 | $15,785,000 | +60.5% | 572,348 | +68.7% | 0.74% | +58.4% |
| Q4 2021 | $9,832,000 | +42.2% | 339,368 | +30.4% | 0.46% | +30.0% |
| Q3 2021 | $6,914,000 | +0.5% | 260,216 | +2.0% | 0.36% | +0.8% |
| Q2 2021 | $6,882,000 | – | 255,061 | – | 0.35% | – |
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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% |