DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 534 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,997 | +8.4% | 610,576 | +12.3% | 2.55% | +35.2% |
Q2 2023 | $14,756 | +7.6% | 543,491 | +1.0% | 1.88% | -24.4% |
Q1 2023 | $13,714 | +7.1% | 538,225 | +2.0% | 2.49% | -14.2% |
Q4 2022 | $12,808 | -99.9% | 527,506 | -94.9% | 2.91% | +22.8% |
Q3 2022 | $10,289,000 | +52.5% | 10,288,673 | +3453.0% | 2.37% | +129.3% |
Q2 2022 | $6,747,000 | +6033.6% | 289,580 | -90.5% | 1.03% | +115.4% |
Q1 2022 | $110,000 | -90.2% | 3,033,000 | +7276.9% | 0.48% | +217.2% |
Q4 2021 | $1,127,000 | – | 41,115 | – | 0.15% | – |
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% |