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 | $1,807,242 | -3.5% | 68,979 | 0.0% | 0.32% | -5.3% |
| Q2 2023 | $1,872,772 | +7.6% | 68,979 | +1.0% | 0.34% | +9.4% |
| Q1 2023 | $1,740,634 | +4.9% | 68,314 | 0.0% | 0.31% | -1.3% |
| Q4 2022 | $1,658,657 | +9.2% | 68,314 | 0.0% | 0.31% | -6.3% |
| Q3 2022 | $1,519,000 | -4.6% | 68,314 | 0.0% | 0.34% | +0.6% |
| Q2 2022 | $1,592,000 | -15.5% | 68,314 | 0.0% | 0.33% | -3.8% |
| Q1 2022 | $1,884,000 | -5.8% | 68,314 | -1.0% | 0.35% | +1.2% |
| Q4 2021 | $2,000,000 | -10.3% | 69,021 | -17.8% | 0.34% | -13.2% |
| Q3 2021 | $2,230,000 | +2.0% | 83,926 | 0.0% | 0.39% | -11.7% |
| Q2 2021 | $2,187,000 | – | 83,926 | – | 0.45% | – |
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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% |