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 | $1,868,194 | -3.5% | 71,305 | 0.0% | 0.37% | +1.6% |
Q2 2023 | $1,935,934 | +6.6% | 71,305 | 0.0% | 0.36% | -5.4% |
Q1 2023 | $1,816,854 | +4.9% | 71,305 | 0.0% | 0.39% | -1.5% |
Q4 2022 | $1,731,288 | +9.2% | 71,305 | 0.0% | 0.39% | -1.0% |
Q3 2022 | $1,586,000 | -4.5% | 71,305 | 0.0% | 0.40% | -1.5% |
Q2 2022 | $1,661,000 | -15.6% | 71,305 | 0.0% | 0.40% | -2.2% |
Q1 2022 | $1,967,000 | -5.2% | 71,305 | -0.5% | 0.41% | -1.4% |
Q4 2021 | $2,075,000 | +9.5% | 71,630 | +0.4% | 0.42% | +0.7% |
Q3 2021 | $1,895,000 | -1.3% | 71,338 | +0.3% | 0.41% | -4.4% |
Q2 2021 | $1,919,000 | – | 71,140 | – | 0.43% | – |
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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% |