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 | $20,670,332 | -3.8% | 788,944 | -0.3% | 0.81% | -6.4% |
| Q2 2023 | $21,492,567 | +3.8% | 791,623 | -2.6% | 0.86% | -3.7% |
| Q1 2023 | $20,715,128 | +2.7% | 812,996 | -2.2% | 0.90% | -5.5% |
| Q4 2022 | $20,179,248 | +5.7% | 831,106 | -3.2% | 0.95% | -5.0% |
| Q3 2022 | $19,087,000 | -6.2% | 858,208 | -1.7% | 1.00% | -6.3% |
| Q2 2022 | $20,339,000 | -19.4% | 872,928 | -4.5% | 1.07% | -15.2% |
| Q1 2022 | $25,223,000 | -4.6% | 914,521 | +0.2% | 1.26% | -4.7% |
| Q4 2021 | $26,437,000 | +10.1% | 912,554 | +1.0% | 1.32% | -3.4% |
| Q3 2021 | $24,005,000 | -4.0% | 903,462 | -2.5% | 1.37% | -9.7% |
| Q2 2021 | $25,004,000 | – | 926,743 | – | 1.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,919,473 | $74,388,168 | 68.47% |
| SJS Investment Consulting Inc. | 8,298,796 | $211,453,318 | 57.64% |
| Geometric Wealth Advisors | 5,595,967 | $142,025,641 | 49.59% |
| Greenspring Advisors, LLC | 7,781,335 | $198,268,397 | 43.29% |
| Chico Wealth RIA | 1,287,983 | $32,817,807 | 42.22% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,868,958 | $47,621,041 | 42.18% |
| Core Wealth Management, Inc. | 2,858,512 | $72,834,895 | 39.33% |
| Rockwood Wealth Management, LLC | 7,630,693 | $194,430,067 | 38.39% |
| GRAND WEALTH MANAGEMENT, LLC | 2,500,059 | $63,701,508 | 38.30% |
| Shearwater Capital LLC | 1,589,587 | $40,502,676 | 37.62% |