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 | $152,556,730 | -1.8% | 5,822,776 | +1.7% | 2.28% | -6.3% |
| Q2 2023 | $155,404,932 | +13.8% | 5,723,938 | +6.8% | 2.43% | -4.4% |
| Q1 2023 | $136,524,778 | +8.0% | 5,358,115 | +2.9% | 2.54% | -17.7% |
| Q4 2022 | $126,380,320 | +16.7% | 5,205,267 | +6.9% | 3.09% | -8.5% |
| Q3 2022 | $108,311,000 | -6.3% | 4,870,102 | -1.8% | 3.37% | -3.8% |
| Q2 2022 | $115,611,000 | -16.7% | 4,961,830 | -1.4% | 3.51% | -22.9% |
| Q1 2022 | $138,849,000 | -6.1% | 5,034,419 | -1.4% | 4.55% | -4.9% |
| Q4 2021 | $147,852,000 | +6.8% | 5,103,627 | -2.0% | 4.78% | -5.3% |
| Q3 2021 | $138,432,000 | -2.8% | 5,210,081 | -1.3% | 5.05% | -12.2% |
| Q2 2021 | $142,448,000 | – | 5,279,754 | – | 5.75% | – |
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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% |