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 | $1,135,206 | -3.1% | 43,328 | +0.4% | 0.02% | -4.2% |
| Q2 2023 | $1,172,088 | +6.9% | 43,171 | +0.4% | 0.02% | -4.0% |
| Q1 2023 | $1,096,161 | +5.2% | 43,020 | +0.2% | 0.02% | -13.8% |
| Q4 2022 | $1,042,021 | +9.7% | 42,917 | +0.5% | 0.03% | +11.5% |
| Q3 2022 | $950,000 | -4.1% | 42,695 | +0.4% | 0.03% | -13.3% |
| Q2 2022 | $991,000 | -15.2% | 42,534 | +0.4% | 0.03% | +7.1% |
| Q1 2022 | $1,169,000 | -4.6% | 42,374 | +0.2% | 0.03% | 0.0% |
| Q4 2021 | $1,225,000 | +9.5% | 42,279 | +0.4% | 0.03% | -6.7% |
| Q3 2021 | $1,119,000 | -1.2% | 42,105 | +0.3% | 0.03% | -9.1% |
| Q2 2021 | $1,133,000 | – | 41,987 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,982,371 | $80,971,379 | 69.20% |
| SJS Investment Consulting Inc. | 8,501,610 | $230,818,706 | 57.94% |
| Greenspring Advisors, LLC | 6,841,536 | $185,747,711 | 57.01% |
| Geometric Wealth Advisors | 5,874,755 | $161,673,250 | 50.32% |
| Chico Wealth RIA | 1,376,667 | $37,376,509 | 44.54% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,904,284 | $51,701,301 | 42.99% |
| Syverson Strege & Co | 3,461,579 | $93,981,867 | 40.24% |
| Core Wealth Management, Inc. | 2,890,656 | $78,481,303 | 39.84% |
| GRAND WEALTH MANAGEMENT, LLC | 2,405,966 | $65,321,977 | 38.84% |
| Shearwater Capital LLC | 1,633,557 | $44,351,061 | 38.78% |