DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 539 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,696,525 | -0.8% | 522,768 | +2.8% | 2.28% | +1.9% |
| Q2 2023 | $13,803,289 | +14.2% | 508,408 | +7.1% | 2.23% | +4.1% |
| Q1 2023 | $12,091,076 | +8.5% | 474,532 | +3.4% | 2.15% | +0.2% |
| Q4 2022 | $11,140,297 | +21.9% | 458,826 | +11.6% | 2.14% | +11.1% |
| Q3 2022 | $9,140,000 | -7.1% | 410,963 | -2.7% | 1.93% | -7.9% |
| Q2 2022 | $9,839,000 | -8.0% | 422,257 | +9.0% | 2.09% | +4.0% |
| Q1 2022 | $10,689,000 | +3.2% | 387,553 | +8.4% | 2.01% | +0.5% |
| Q4 2021 | $10,362,000 | +34.9% | 357,682 | +23.7% | 2.00% | +27.1% |
| Q3 2021 | $7,684,000 | +3.7% | 289,197 | +5.3% | 1.57% | -5.6% |
| Q2 2021 | $7,410,000 | – | 274,635 | – | 1.67% | – |
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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% |