DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 539 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,629,548 | +8.0% | 1,207,235 | +11.9% | 16.33% | -28.1% |
| Q2 2023 | $29,285,597 | +19.6% | 1,078,659 | +12.3% | 22.72% | +4.7% |
| Q1 2023 | $24,476,070 | +7.6% | 960,599 | +2.5% | 21.70% | -4.5% |
| Q4 2022 | $22,744,513 | +44.0% | 936,759 | +31.9% | 22.73% | +27.6% |
| Q3 2022 | $15,796,000 | -5.8% | 710,232 | -1.3% | 17.81% | -2.2% |
| Q2 2022 | $16,761,000 | -35.2% | 719,345 | -23.2% | 18.21% | -22.3% |
| Q1 2022 | $25,848,000 | +7.0% | 937,217 | +3.1% | 23.44% | +11.7% |
| Q4 2021 | $24,163,000 | – | 909,405 | – | 20.98% | – |
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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% |