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 | $43,148,125 | +24.1% | 1,646,875 | +28.6% | 0.42% | +21.8% |
Q2 2023 | $34,767,231 | +6.7% | 1,280,561 | +0.1% | 0.35% | -1.4% |
Q1 2023 | $32,595,005 | -12.0% | 1,279,239 | -16.1% | 0.35% | +7.3% |
Q4 2022 | $37,029,914 | -99.9% | 1,525,120 | -55.3% | 0.33% | -19.0% |
Q3 2022 | $38,007,970,000 | +117531.7% | 3,414,524 | +146.2% | 0.41% | +22.3% |
Q2 2022 | $32,311,000 | -13.6% | 1,386,739 | +2.2% | 0.33% | -14.9% |
Q1 2022 | $37,408,000 | +1.3% | 1,356,361 | +6.4% | 0.39% | +4.3% |
Q4 2021 | $36,935,000 | +2.1% | 1,274,940 | -6.3% | 0.37% | +3.3% |
Q3 2021 | $36,170,000 | -0.4% | 1,361,297 | +1.2% | 0.36% | -12.1% |
Q2 2021 | $36,307,000 | – | 1,345,713 | – | 0.41% | – |
Download |
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% |