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 | $29,232,789 | -2.1% | 1,115,755 | +1.5% | 0.04% | -2.5% |
| Q2 2023 | $29,856,321 | +9.0% | 1,099,680 | +2.3% | 0.04% | +2.6% |
| Q1 2023 | $27,387,747 | -11.7% | 1,074,872 | -15.8% | 0.04% | -17.0% |
| Q4 2022 | $31,002,054 | +120.5% | 1,276,855 | +102.0% | 0.05% | +95.8% |
| Q3 2022 | $14,058,000 | -5.2% | 632,094 | -0.7% | 0.02% | 0.0% |
| Q2 2022 | $14,829,000 | +71.6% | 636,445 | +103.1% | 0.02% | +84.6% |
| Q1 2022 | $8,641,000 | -0.4% | 313,318 | +4.6% | 0.01% | -7.1% |
| Q4 2021 | $8,677,000 | +10.6% | 299,525 | +1.4% | 0.01% | 0.0% |
| Q3 2021 | $7,845,000 | +14.7% | 295,251 | +16.5% | 0.01% | +16.7% |
| Q2 2021 | $6,839,000 | – | 253,484 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,982,371 | $80,971,379 | 69.20% |
| SJS Investment Consulting Inc. | 8,501,610 | $230,818,706 | 57.94% |
| Greenspring Advisors, LLC | 6,841,536 | $185,747,711 | 57.01% |
| Geometric Wealth Advisors | 5,874,755 | $161,673,250 | 50.32% |
| Chico Wealth RIA | 1,376,667 | $37,376,509 | 44.54% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,904,284 | $51,701,301 | 42.99% |
| Syverson Strege & Co | 3,461,579 | $93,981,867 | 40.24% |
| Core Wealth Management, Inc. | 2,890,656 | $78,481,303 | 39.84% |
| GRAND WEALTH MANAGEMENT, LLC | 2,405,966 | $65,321,977 | 38.84% |
| Shearwater Capital LLC | 1,633,557 | $44,351,061 | 38.78% |