DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 454 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,696,525 | -0.8% | 522,768 | +2.8% | 2.28% | +1.9% |
| Q2 2023 | $13,803,289 | +14.2% | 508,408 | +7.1% | 2.23% | +4.1% |
| Q1 2023 | $12,091,076 | +8.5% | 474,532 | +3.4% | 2.15% | +0.2% |
| Q4 2022 | $11,140,297 | +21.9% | 458,826 | +11.6% | 2.14% | +11.1% |
| Q3 2022 | $9,140,000 | -7.1% | 410,963 | -2.7% | 1.93% | -7.9% |
| Q2 2022 | $9,839,000 | -8.0% | 422,257 | +9.0% | 2.09% | +4.0% |
| Q1 2022 | $10,689,000 | +3.2% | 387,553 | +8.4% | 2.01% | +0.5% |
| Q4 2021 | $10,362,000 | +34.9% | 357,682 | +23.7% | 2.00% | +27.1% |
| Q3 2021 | $7,684,000 | +3.7% | 289,197 | +5.3% | 1.57% | -5.6% |
| Q2 2021 | $7,410,000 | – | 274,635 | – | 1.67% | – |
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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% |