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 | $13,489,149 | +62.6% | 514,853 | +68.5% | 0.02% | +72.7% |
| Q2 2023 | $8,293,426 | +79.2% | 305,467 | +68.1% | 0.01% | +57.1% |
| Q1 2023 | $4,629,030 | +39.8% | 181,673 | +33.3% | 0.01% | +40.0% |
| Q4 2022 | $3,310,141 | +30.6% | 136,332 | +19.6% | 0.01% | +25.0% |
| Q3 2022 | $2,535,000 | -4.7% | 113,971 | -0.2% | 0.00% | 0.0% |
| Q2 2022 | $2,661,000 | -11.2% | 114,196 | +5.0% | 0.00% | 0.0% |
| Q1 2022 | $2,998,000 | -4.9% | 108,710 | -0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,151,000 | +2.3% | 108,756 | -6.1% | 0.00% | -20.0% |
| Q3 2021 | $3,079,000 | +5.9% | 115,856 | +7.5% | 0.01% | +25.0% |
| Q2 2021 | $2,908,000 | – | 107,791 | – | 0.00% | – |
Download | ||||||
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% |