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 | $5,710,552 | -6.9% | 217,960 | -3.6% | 0.75% | -3.6% |
| Q2 2023 | $6,135,737 | -6.4% | 225,994 | -12.1% | 0.78% | -10.9% |
| Q1 2023 | $6,552,590 | +16.0% | 257,166 | +10.5% | 0.87% | +2.8% |
| Q4 2022 | $5,650,709 | +65.5% | 232,731 | +51.6% | 0.85% | +44.6% |
| Q3 2022 | $3,414,000 | +37.2% | 153,498 | +43.8% | 0.59% | +44.1% |
| Q2 2022 | $2,488,000 | +271.3% | 106,779 | +339.3% | 0.41% | +245.8% |
| Q1 2022 | $670,000 | – | 24,305 | – | 0.12% | – |
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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% |