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 | $8,193,672 | -6.7% | 312,735 | -3.3% | 0.18% | -11.6% |
| Q2 2023 | $8,780,511 | +16.7% | 323,407 | +9.6% | 0.20% | -0.5% |
| Q1 2023 | $7,521,046 | +1.8% | 295,174 | -3.0% | 0.20% | +7.0% |
| Q4 2022 | $7,388,656 | +24.5% | 304,310 | +14.0% | 0.19% | +12.7% |
| Q3 2022 | $5,936,000 | +263.9% | 266,925 | +281.3% | 0.17% | +304.9% |
| Q2 2022 | $1,631,000 | +40.1% | 70,001 | +65.9% | 0.04% | +57.7% |
| Q1 2022 | $1,164,000 | -12.4% | 42,203 | -8.0% | 0.03% | -10.3% |
| Q4 2021 | $1,329,000 | +156.6% | 45,874 | +135.5% | 0.03% | +123.1% |
| Q3 2021 | $518,000 | -26.2% | 19,478 | -25.1% | 0.01% | -23.5% |
| Q2 2021 | $702,000 | – | 26,014 | – | 0.02% | – |
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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% |