Caerus Investment Advisors, LLC - DIMENSIONAL ETF TRUST ownership

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
Caerus Investment Advisors, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q1 2023$3,483,294
+7.8%
136,707
-5.9%
4.01%
-1.4%
Q3 2022$3,230,000
-18.7%
145,251
-9.7%
4.07%
-15.4%
Q1 2022$3,973,000
-9.1%
160,901
+6.7%
4.81%
+1.6%
Q4 2021$4,371,000150,8634.74%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
Onyx Financial Advisors, LLC 3,036,695$79,561,39868.38%
SJS Investment Consulting Inc. 8,868,609$232,357,54758.31%
Greenspring Advisors, LLC 6,899,440$180,765,30757.07%
Geometric Wealth Advisors 6,019,948$157,722,63749.16%
Chico Wealth RIA 1,408,756$36,909,40744.15%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,896,232$49,681,27642.72%
Syverson Strege & Co 3,484,322$91,289,24140.85%
Core Wealth Management, Inc. 2,948,356$77,246,93739.94%
Shearwater Capital LLC 1,660,632$43,508,55939.33%
GRAND WEALTH MANAGEMENT, LLC 2,395,919$62,773,08838.44%
View complete list of DIMENSIONAL ETF TRUST shareholders