Institute for Wealth Management, LLC. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 501 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 3.7%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q1 2022$203,000
-5.6%
7,348
-0.9%
0.03%
-5.7%
Q4 2021$215,000
+7.5%
7,4130.0%0.04%0.0%
Q2 2021$200,0007,4130.04%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
Rockwood Wealth Management, LLC 5,328,872$146,970,28070.41%
Steward Financial Group LLC 2,696,496$74,369,00066.27%
SJS Investment Consulting Inc. 7,188,611$198,262,00060.64%
Greenspring Advisors, LLC 6,739,977$185,888,00049.34%
WorthPointe, LLC 2,139,600$59,010,00047.40%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,779,755$51,559,00046.19%
ShankerValleau Wealth Advisors, Inc. 2,379,201$65,618,00039.33%
Shearwater Capital LLC 1,510,453$41,678,00038.40%
Forum Financial Management, LP 28,186,840$777,393,00037.51%
Austin Asset Management Co Inc 4,249,269$117,195,00037.21%
View complete list of DIMENSIONAL ETF TRUST shareholders