DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 601 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $984,477,868 | -2.6% | 37,575,491 | +0.9% | 13.94% | -3.1% |
| Q2 2023 | $1,010,671,223 | +17.4% | 37,225,459 | +5.0% | 14.39% | -8.1% |
| Q1 2023 | $860,629,014 | 0.0% | 35,446,006 | 0.0% | 15.65% | +0.0% |
| Q4 2022 | $860,629,014 | +12.6% | 35,446,006 | +3.1% | 15.64% | +0.2% |
| Q3 2022 | $764,587,000 | -4.1% | 34,378,899 | +0.5% | 15.61% | -0.9% |
| Q2 2022 | $797,213,000 | -14.7% | 34,215,149 | +0.9% | 15.75% | -14.5% |
| Q1 2022 | $934,788,000 | -5.3% | 33,893,699 | -0.6% | 18.42% | -3.5% |
| Q4 2021 | $987,351,000 | +8.8% | 34,081,842 | -0.2% | 19.08% | +2.7% |
| Q3 2021 | $907,182,000 | +2.5% | 34,143,104 | +4.1% | 18.58% | -12.9% |
| Q2 2021 | $884,679,000 | – | 32,790,164 | – | 21.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rockwood Wealth Management, LLC | 5,328,872 | $146,970,280 | 70.41% |
| Steward Financial Group LLC | 2,696,496 | $74,369,000 | 66.27% |
| SJS Investment Consulting Inc. | 7,188,611 | $198,262,000 | 60.64% |
| Greenspring Advisors, LLC | 6,739,977 | $185,888,000 | 49.34% |
| WorthPointe, LLC | 2,139,600 | $59,010,000 | 47.40% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,779,755 | $51,559,000 | 46.19% |
| ShankerValleau Wealth Advisors, Inc. | 2,379,201 | $65,618,000 | 39.33% |
| Shearwater Capital LLC | 1,510,453 | $41,678,000 | 38.40% |
| Forum Financial Management, LP | 28,186,840 | $777,393,000 | 37.51% |
| Austin Asset Management Co Inc | 4,249,269 | $117,195,000 | 37.21% |