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 | $48,534,560 | -1.7% | 1,852,464 | +1.9% | 20.02% | -2.1% |
| Q2 2023 | $49,373,185 | +6.9% | 1,818,534 | +0.3% | 20.45% | +1.3% |
| Q1 2023 | $46,183,779 | +6.6% | 1,812,550 | +1.6% | 20.20% | -12.3% |
| Q4 2022 | $43,320,529 | +10.5% | 1,784,206 | +1.2% | 23.03% | -7.9% |
| Q3 2022 | $39,207,000 | -2.1% | 1,762,886 | +2.6% | 24.99% | -0.2% |
| Q2 2022 | $40,036,000 | -17.0% | 1,718,302 | -1.8% | 25.03% | -22.4% |
| Q1 2022 | $48,239,000 | +0.7% | 1,749,040 | +5.8% | 32.25% | +5.3% |
| Q4 2021 | $47,898,000 | – | 1,653,353 | – | 30.64% | – |
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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% |