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 | $290,323 | -8.6% | 11,081 | -5.3% | 0.15% | -10.9% |
| Q2 2023 | $317,683 | -13.4% | 11,701 | -18.7% | 0.16% | -17.1% |
| Q1 2023 | $366,810 | +1.6% | 14,396 | -3.2% | 0.20% | -3.9% |
| Q4 2022 | $360,946 | -10.2% | 14,866 | -17.8% | 0.21% | -11.9% |
| Q3 2022 | $402,000 | -7.8% | 18,079 | -3.4% | 0.24% | -3.7% |
| Q2 2022 | $436,000 | -22.6% | 18,709 | -8.1% | 0.24% | -9.6% |
| Q1 2022 | $563,000 | -4.6% | 20,359 | 0.0% | 0.27% | -2.5% |
| Q4 2021 | $590,000 | +9.1% | 20,359 | 0.0% | 0.28% | -1.1% |
| Q3 2021 | $541,000 | -2.3% | 20,359 | -0.8% | 0.28% | -4.1% |
| Q2 2021 | $554,000 | – | 20,519 | – | 0.29% | – |
Download | ||||||
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% |