DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 539 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,567,814 | -3.5% | 823,199 | 0.0% | 0.35% | +2.1% |
| Q2 2023 | $22,349,853 | -11.4% | 823,199 | -16.9% | 0.34% | -16.1% |
| Q1 2023 | $25,230,551 | +86749.2% | 990,210 | -17.2% | 0.40% | -12.0% |
| Q4 2022 | $29,051 | -99.9% | 1,196,505 | -0.4% | 0.46% | +1.8% |
| Q3 2022 | $26,716,000 | -4.6% | 1,201,283 | 0.0% | 0.45% | +3.4% |
| Q2 2022 | $27,990,000 | -18.5% | 1,201,283 | -3.5% | 0.44% | -4.0% |
| Q1 2022 | $34,331,000 | -4.7% | 1,244,793 | +0.1% | 0.45% | -0.2% |
| Q4 2021 | $36,009,000 | +3252.8% | 1,242,969 | +2975.2% | 0.46% | +1795.8% |
| Q3 2021 | $1,074,000 | -1.6% | 40,419 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $1,091,000 | – | 40,419 | – | 0.02% | – |
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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% |