Tortoise Investment Management, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$4,508,077
-1.4%
172,064
+2.1%
0.67%
-1.2%
Q2 2023$4,573,526
+14.5%
168,454
+7.5%
0.68%
+6.8%
Q1 2023$3,993,684
+21.4%
156,738
+15.7%
0.64%
+10.4%
Q4 2022$3,288,435
+10.9%
135,438
+1.6%
0.58%
-0.2%
Q3 2022$2,965,000
+64.4%
133,333
+72.2%
0.58%
+63.0%
Q2 2022$1,804,000
+27.9%
77,418
+51.3%
0.35%
+35.6%
Q1 2022$1,411,000
+8.8%
51,177
+14.3%
0.26%
+7.4%
Q4 2021$1,297,000
+10.4%
44,762
+1.2%
0.24%
+2.5%
Q3 2021$1,175,000
-1.5%
44,2270.0%0.24%
-3.7%
Q2 2021$1,193,00044,2270.25%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2021
NameSharesValueWeighting ↓
Onyx Financial Advisors, LLC 2,919,473$74,388,16868.47%
SJS Investment Consulting Inc. 8,298,796$211,453,31857.64%
Geometric Wealth Advisors 5,595,967$142,025,64149.59%
Greenspring Advisors, LLC 7,781,335$198,268,39743.29%
Chico Wealth RIA 1,287,983$32,817,80742.22%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,868,958$47,621,04142.18%
Core Wealth Management, Inc. 2,858,512$72,834,89539.33%
Rockwood Wealth Management, LLC 7,630,693$194,430,06738.39%
GRAND WEALTH MANAGEMENT, LLC 2,500,059$63,701,50838.30%
Shearwater Capital LLC 1,589,587$40,502,67637.62%
View complete list of DIMENSIONAL ETF TRUST shareholders