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 | $2,016,011 | -27.7% | 76,947 | -25.1% | 0.13% | -22.2% |
| Q2 2023 | $2,787,491 | +6.6% | 102,670 | 0.0% | 0.17% | -2.9% |
| Q1 2023 | $2,616,032 | +5.4% | 102,670 | +0.4% | 0.17% | -6.5% |
| Q4 2022 | $2,483,164 | +9.2% | 102,272 | 0.0% | 0.18% | -16.7% |
| Q3 2022 | $2,275,000 | -12.4% | 102,272 | -8.2% | 0.22% | -9.8% |
| Q2 2022 | $2,596,000 | -15.7% | 111,430 | -0.1% | 0.24% | +1.7% |
| Q1 2022 | $3,078,000 | -12.4% | 111,590 | -8.0% | 0.24% | -10.1% |
| Q4 2021 | $3,513,000 | -0.8% | 121,260 | -9.0% | 0.27% | -27.2% |
| Q3 2021 | $3,540,000 | -14.9% | 133,242 | -13.6% | 0.37% | +27.8% |
| Q2 2021 | $4,160,000 | – | 154,204 | – | 0.29% | – |
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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% |