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 | $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 | 2,982,371 | $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% |