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 | $23,830,486 | +12.3% | 909,561 | +16.4% | 8.44% | +16.5% |
| Q2 2023 | $21,223,452 | +12.5% | 781,711 | +5.6% | 7.25% | +8.6% |
| Q1 2023 | $18,856,997 | +5.3% | 740,071 | +0.3% | 6.67% | -4.6% |
| Q4 2022 | $17,912,476 | +13.6% | 737,746 | +4.1% | 6.99% | -2.5% |
| Q3 2022 | $15,761,345 | -4.8% | 708,694 | -0.3% | 7.17% | -0.5% |
| Q2 2022 | $16,559,060 | -2.9% | 710,689 | +14.9% | 7.21% | +3.1% |
| Q1 2022 | $17,057,569 | -2.7% | 618,476 | +2.2% | 7.00% | -1.4% |
| Q4 2021 | $17,533,398 | – | 605,226 | – | 7.09% | – |
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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% |