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 | $23,095,399 | -4.5% | 881,504 | -1.0% | 17.35% | -5.4% |
| Q2 2023 | $24,174,604 | +9.9% | 890,409 | +3.2% | 18.34% | +3.6% |
| Q1 2023 | $21,987,227 | +40.4% | 862,921 | +33.8% | 17.70% | +16.7% |
| Q4 2022 | $15,658,979 | +4.3% | 644,933 | -4.5% | 15.16% | -3.5% |
| Q3 2022 | $15,020,000 | -10.3% | 675,361 | -6.0% | 15.71% | +3.8% |
| Q2 2022 | $16,739,000 | -17.2% | 718,410 | -2.0% | 15.14% | -4.5% |
| Q1 2022 | $20,218,000 | +82.1% | 733,050 | +91.3% | 15.86% | +47.2% |
| Q4 2021 | $11,102,000 | – | 383,237 | – | 10.78% | – |
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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% |