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 | $138,067,055 | -4.4% | 5,269,735 | -0.9% | 10.89% | +0.4% |
| Q2 2023 | $144,403,865 | +7.5% | 5,318,743 | +0.9% | 10.85% | +2.2% |
| Q1 2023 | $134,314,843 | +6.5% | 5,271,383 | +1.5% | 10.62% | -0.5% |
| Q4 2022 | $126,142,050 | +11.1% | 5,195,307 | +1.8% | 10.67% | +1.9% |
| Q3 2022 | $113,538,000 | +16.4% | 5,105,143 | +22.0% | 10.47% | +26.2% |
| Q2 2022 | $97,518,000 | -25.2% | 4,185,320 | -11.5% | 8.30% | -12.3% |
| Q1 2022 | $130,370,000 | -2.2% | 4,726,976 | +2.7% | 9.46% | -1.8% |
| Q4 2021 | $133,285,000 | +14.3% | 4,600,804 | +4.8% | 9.64% | +5.6% |
| Q3 2021 | $116,597,000 | +6.2% | 4,388,301 | +7.8% | 9.13% | +5.3% |
| Q2 2021 | $109,817,000 | – | 4,070,293 | – | 8.67% | – |
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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% |