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 | $124,454,791 | +5.8% | 4,750,183 | +9.7% | 20.69% | -2.4% |
| Q2 2023 | $117,579,932 | +15.8% | 4,330,753 | +8.7% | 21.18% | +6.1% |
| Q1 2023 | $101,529,467 | +16.1% | 3,984,673 | +10.6% | 19.96% | -5.7% |
| Q4 2022 | $87,485,045 | +23.9% | 3,603,173 | +13.5% | 21.17% | +4.1% |
| Q3 2022 | $70,605,024 | -3.4% | 3,174,686 | +1.2% | 20.34% | -0.2% |
| Q2 2022 | $73,071,247 | +1.7% | 3,136,105 | +20.4% | 20.39% | -13.3% |
| Q1 2022 | $71,845,409 | +26.1% | 2,604,982 | +32.5% | 23.53% | -29.3% |
| Q4 2021 | $56,955,228 | +10.8% | 1,966,007 | +1.7% | 33.29% | +0.2% |
| Q3 2021 | $51,384,063 | -0.1% | 1,933,913 | +1.5% | 33.23% | -21.9% |
| Q2 2021 | $51,428,950 | – | 1,906,188 | – | 42.54% | – |
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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% |