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 | $521,658 | -10.0% | 19,911 | -6.7% | 0.22% | -6.0% |
| Q2 2023 | $579,380 | +24.6% | 21,340 | +16.9% | 0.23% | +17.2% |
| Q1 2023 | $465,156 | +79.4% | 18,256 | +70.9% | 0.20% | +67.8% |
| Q4 2022 | $259,304 | +10.8% | 10,680 | +1.7% | 0.12% | +5.4% |
| Q3 2022 | $234,000 | +12.0% | 10,506 | +17.1% | 0.11% | +12.0% |
| Q2 2022 | $209,000 | -25.4% | 8,973 | -11.8% | 0.10% | -16.0% |
| Q1 2022 | $280,000 | -3.8% | 10,168 | +1.2% | 0.12% | -1.7% |
| Q4 2021 | $291,000 | +17.8% | 10,051 | +7.9% | 0.12% | +7.1% |
| Q3 2021 | $247,000 | +18.2% | 9,315 | +20.5% | 0.11% | +15.3% |
| Q2 2021 | $209,000 | – | 7,731 | – | 0.10% | – |
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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% |