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 | $15,344 | -26.0% | 585,666 | -23.3% | 7.29% | -13.1% |
| Q2 2023 | $20,723 | -8.4% | 763,309 | -14.0% | 8.40% | -8.0% |
| Q1 2023 | $22,627 | +4.5% | 888,032 | -0.4% | 9.13% | -1.8% |
| Q4 2022 | $21,647 | -99.9% | 891,576 | -17.4% | 9.29% | -11.4% |
| Q3 2022 | $24,018,000 | -8.5% | 1,079,934 | -4.1% | 10.48% | +0.7% |
| Q2 2022 | $26,243,000 | -0.1% | 1,126,297 | +18.2% | 10.41% | +17.9% |
| Q1 2022 | $26,282,000 | +9.3% | 952,935 | +5.3% | 8.83% | -0.3% |
| Q3 2021 | $24,051,000 | – | 905,194 | – | 8.86% | – |
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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% |