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 ↓
Onyx Financial Advisors, LLC 2,982,371$80,971,37969.20%
SJS Investment Consulting Inc. 8,501,610$230,818,70657.94%
Greenspring Advisors, LLC 6,841,536$185,747,71157.01%
Geometric Wealth Advisors 5,874,755$161,673,25050.32%
Chico Wealth RIA 1,376,667$37,376,50944.54%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,904,284$51,701,30142.99%
Syverson Strege & Co 3,461,579$93,981,86740.24%
Core Wealth Management, Inc. 2,890,656$78,481,30339.84%
GRAND WEALTH MANAGEMENT, LLC 2,405,966$65,321,97738.84%
Shearwater Capital LLC 1,633,557$44,351,06138.78%
View complete list of DIMENSIONAL ETF TRUST shareholders