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 | $63,614,334 | -4.8% | 2,428,028 | -1.3% | 1.78% | -4.9% |
| Q2 2023 | $66,792,326 | +4.9% | 2,460,122 | -1.5% | 1.87% | -0.3% |
| Q1 2023 | $63,662,113 | +4.4% | 2,498,513 | -0.6% | 1.88% | -17.2% |
| Q4 2022 | $61,001,157 | +4.8% | 2,512,403 | -4.0% | 2.27% | -68.4% |
| Q3 2022 | $58,214,000 | -4.9% | 2,617,529 | -0.4% | 7.19% | +182.5% |
| Q2 2022 | $61,227,000 | -20.4% | 2,627,761 | -5.8% | 2.54% | -7.4% |
| Q1 2022 | $76,940,000 | -7.6% | 2,789,714 | -3.0% | 2.75% | -9.6% |
| Q4 2021 | $83,276,000 | +7.2% | 2,874,551 | -1.7% | 3.04% | -0.2% |
| Q3 2021 | $77,706,000 | -0.9% | 2,924,578 | +0.6% | 3.04% | -5.3% |
| Q2 2021 | $78,439,000 | – | 2,907,292 | – | 3.22% | – |
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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% |