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% | – |
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% |