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 | $24,707,954 | +0.2% | 943,052 | +3.8% | 3.99% | +0.3% |
| Q2 2023 | $24,669,154 | +7.2% | 908,624 | +0.6% | 3.98% | -0.6% |
| Q1 2023 | $23,018,826 | +20.6% | 903,408 | +14.9% | 4.00% | +13.7% |
| Q4 2022 | $19,088,210 | +47.0% | 786,170 | +34.7% | 3.52% | +27.6% |
| Q3 2022 | $12,983,000 | +17.4% | 583,771 | +23.0% | 2.76% | +21.1% |
| Q2 2022 | $11,062,000 | +187.3% | 474,757 | +257.2% | 2.28% | +221.6% |
| Q4 2021 | $3,850,000 | +9.0% | 132,899 | 0.0% | 0.71% | -4.8% |
| Q3 2021 | $3,531,000 | -5.6% | 132,899 | -4.1% | 0.74% | -4.9% |
| Q2 2021 | $3,739,000 | – | 138,589 | – | 0.78% | – |
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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% |