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 | $9,432,598 | -3.7% | 360,023 | -0.3% | 1.55% | -1.5% |
Q2 2023 | $9,800,094 | +6.1% | 360,961 | -0.9% | 1.57% | -3.6% |
Q1 2023 | $9,236,453 | +4.4% | 364,366 | 0.0% | 1.63% | -2.9% |
Q4 2022 | $8,846,812 | +8.1% | 364,366 | -1.0% | 1.68% | -4.2% |
Q3 2022 | $8,182,000 | -4.5% | 367,897 | +0.0% | 1.75% | -12.9% |
Q2 2022 | $8,570,000 | -16.1% | 367,796 | -0.7% | 2.01% | -5.5% |
Q1 2022 | $10,212,000 | -6.0% | 370,253 | -1.3% | 2.13% | -2.4% |
Q4 2021 | $10,865,000 | +6.5% | 375,039 | -2.3% | 2.18% | -3.9% |
Q3 2021 | $10,199,000 | -2.8% | 383,838 | -1.4% | 2.27% | -3.9% |
Q2 2021 | $10,498,000 | – | 389,114 | – | 2.36% | – |
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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% |