DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 539 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,838,861 | +0.4% | 108,353 | +4.0% | 0.60% | -1.0% |
| Q2 2023 | $2,828,701 | +8.1% | 104,188 | +1.5% | 0.61% | -17.9% |
| Q1 2023 | $2,616,197 | +13.3% | 102,677 | +7.9% | 0.74% | +6.8% |
| Q4 2022 | $2,309,561 | -1.3% | 95,122 | -9.6% | 0.70% | -6.3% |
| Q3 2022 | $2,339,000 | -1.5% | 105,169 | +3.2% | 0.74% | +13.8% |
| Q2 2022 | $2,374,000 | -19.3% | 101,876 | +0.4% | 0.65% | -9.3% |
| Q4 2021 | $2,940,000 | – | 101,478 | – | 0.72% | – |
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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% |