DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 534 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $24,949 | -99.9% | 952,063 | -2.4% | 6.21% | -5.1% |
Q2 2023 | $26,483,681 | -8.6% | 975,458 | -14.5% | 6.54% | +9.4% |
Q1 2023 | $28,984,909 | +17.2% | 1,140,874 | +2.6% | 5.98% | -9.3% |
Q3 2022 | $24,732,000 | +949.3% | 1,112,392 | +999.2% | 6.60% | +590.0% |
Q2 2022 | $2,357,000 | -13.0% | 101,197 | +1.4% | 0.96% | -2.2% |
Q1 2022 | $2,709,000 | +180.1% | 99,761 | +198.7% | 0.98% | +2228.6% |
Q4 2021 | $967,000 | +18.9% | 33,393 | +9.1% | 0.04% | -85.5% |
Q3 2021 | $813,000 | -1.5% | 30,609 | +0.1% | 0.29% | -9.7% |
Q2 2021 | $825,000 | – | 30,564 | – | 0.32% | – |
Download |
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% |