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 | $87,833,594 | +0.7% | 3,352,427 | +4.4% | 0.75% | +1.9% |
| Q2 2023 | $87,203,805 | +15.3% | 3,211,926 | +8.2% | 0.74% | -2.6% |
| Q1 2023 | $75,629,342 | +10.6% | 2,968,184 | +5.4% | 0.76% | +0.3% |
| Q4 2022 | $68,376,340 | +32.2% | 2,816,159 | +21.1% | 0.76% | +15.9% |
| Q3 2022 | $51,703,000 | +8.5% | 2,324,780 | +13.6% | 0.65% | +0.2% |
| Q2 2022 | $47,672,000 | +18.9% | 2,046,029 | +40.7% | 0.65% | +27.3% |
| Q1 2022 | $40,110,000 | -0.3% | 1,454,310 | +4.7% | 0.51% | -10.3% |
| Q4 2021 | $40,248,000 | +53.5% | 1,389,288 | +40.8% | 0.57% | +30.7% |
| Q3 2021 | $26,220,000 | +11.8% | 986,823 | +13.6% | 0.44% | +0.9% |
| Q2 2021 | $23,444,000 | – | 868,948 | – | 0.43% | – |
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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% |