DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 601 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,509,162 | -9.8% | 95,770 | -6.5% | 0.18% | -8.6% |
| Q2 2023 | $2,781,801 | -40.7% | 102,460 | -44.3% | 0.20% | -41.2% |
| Q1 2023 | $4,688,314 | -9.9% | 184,000 | -14.2% | 0.34% | -13.1% |
| Q4 2022 | $5,205,918 | -38.1% | 214,412 | -43.3% | 0.39% | -44.1% |
| Q3 2022 | $8,416,000 | -2.5% | 378,439 | +2.2% | 0.69% | -0.9% |
| Q2 2022 | $8,629,000 | -21.1% | 370,352 | -1.6% | 0.70% | +1.6% |
| Q4 2021 | $10,938,000 | +31.2% | 376,251 | +19.9% | 0.69% | +22.4% |
| Q3 2021 | $8,338,000 | +0.1% | 313,833 | +1.6% | 0.56% | +1.1% |
| Q2 2021 | $8,331,000 | – | 308,791 | – | 0.56% | – |
Download | ||||||
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% |