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 | $6,177,029 | +2.7% | 235,763 | +6.4% | 0.00% | 0.0% |
| Q2 2023 | $6,014,362 | +96.3% | 221,522 | +84.2% | 0.00% | – |
| Q1 2023 | $3,063,894 | +5.2% | 120,247 | +0.3% | 0.00% | – |
| Q4 2022 | $2,911,779 | -23.8% | 119,925 | -30.2% | 0.00% | -100.0% |
| Q3 2022 | $3,823,000 | -11.5% | 171,915 | -7.3% | 0.00% | 0.0% |
| Q2 2022 | $4,320,000 | +888.6% | 185,420 | +1071.1% | 0.00% | – |
| Q1 2022 | $437,000 | +1265.6% | 15,833 | +1326.4% | 0.00% | – |
| Q4 2021 | $32,000 | -74.6% | 1,110 | -76.7% | 0.00% | – |
| Q3 2021 | $126,000 | – | 4,755 | – | 0.00% | – |
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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% |