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 | $3,000,750 | -3.7% | 114,532 | -0.2% | 0.28% | -1.8% |
| Q2 2023 | $3,115,258 | +6.7% | 114,742 | +0.1% | 0.28% | +14.3% |
| Q1 2023 | $2,920,701 | +16.7% | 114,627 | +11.2% | 0.24% | +2.9% |
| Q4 2022 | $2,502,093 | +31.7% | 103,052 | +20.6% | 0.24% | +4.8% |
| Q3 2022 | $1,900,000 | -4.4% | 85,418 | +0.2% | 0.23% | -1.7% |
| Q2 2022 | $1,987,000 | -13.3% | 85,279 | +2.6% | 0.23% | -1.3% |
| Q1 2022 | $2,293,000 | -4.7% | 83,146 | +0.1% | 0.23% | -3.3% |
| Q4 2021 | $2,406,000 | +8.3% | 83,067 | -0.7% | 0.24% | +9.0% |
| Q3 2021 | $2,222,000 | -4.8% | 83,622 | -3.4% | 0.22% | -4.7% |
| Q2 2021 | $2,335,000 | – | 86,529 | – | 0.23% | – |
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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% |