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 | $43,508,559 | -1.9% | 1,660,632 | +1.7% | 39.33% | +1.4% |
| Q2 2023 | $44,351,061 | +9.5% | 1,633,557 | +2.8% | 38.78% | +3.1% |
| Q1 2023 | $40,502,676 | +6.1% | 1,589,587 | +3.5% | 37.62% | -2.4% |
| Q4 2022 | $38,159,109 | +11.3% | 1,536,085 | -0.3% | 38.56% | -0.4% |
| Q3 2022 | $34,295,000 | -4.1% | 1,541,312 | +0.4% | 38.73% | +0.5% |
| Q2 2022 | $35,779,000 | -14.2% | 1,534,882 | +1.6% | 38.54% | +0.4% |
| Q1 2022 | $41,678,000 | -5.6% | 1,510,453 | -0.9% | 38.40% | +1.0% |
| Q4 2021 | $44,142,000 | – | 1,523,703 | – | 38.02% | – |
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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% |