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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $180,519,895 | +96.3% | 6,305,271 | +79.6% | 10.06% | +54.7% |
| Q3 2023 | $91,971,520 | +7.9% | 3,510,363 | +11.8% | 6.50% | +7.1% |
| Q2 2023 | $85,210,594 | +32.1% | 3,138,512 | +18.1% | 6.07% | +3.2% |
| Q4 2022 | $64,522,029 | +16.8% | 2,657,415 | +7.0% | 5.88% | -8.5% |
| Q3 2022 | $55,252,000 | -4.5% | 2,484,374 | +0.0% | 6.43% | -6.9% |
| Q2 2022 | $57,877,000 | -19.2% | 2,484,002 | +0.5% | 6.91% | -24.4% |
| Q4 2021 | $71,610,000 | -28.5% | 2,471,865 | -34.2% | 9.13% | +10.9% |
| Q3 2021 | $100,170,000 | +51.0% | 3,755,078 | +52.8% | 8.24% | +28.9% |
| Q2 2021 | $66,324,000 | – | 2,458,257 | – | 6.39% | – |
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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% |