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 | $11,747,150 | -5.7% | 448,365 | -2.3% | 0.38% | -4.7% |
| Q2 2023 | $12,457,367 | +5.9% | 458,835 | -0.6% | 0.40% | -5.8% |
| Q1 2023 | $11,759,316 | +2.6% | 461,512 | -2.2% | 0.43% | +3.1% |
| Q4 2022 | $11,462,945 | +7.4% | 472,115 | -1.6% | 0.42% | -10.4% |
| Q3 2022 | $10,671,000 | -4.5% | 479,793 | +0.0% | 0.46% | +33.8% |
| Q2 2022 | $11,179,000 | -16.0% | 479,791 | -0.6% | 0.35% | -56.9% |
| Q1 2022 | $13,311,000 | -5.6% | 482,635 | -0.9% | 0.80% | -42.0% |
| Q4 2021 | $14,106,000 | +9.0% | 486,921 | +0.0% | 1.38% | +2.2% |
| Q3 2021 | $12,937,000 | -1.7% | 486,920 | -0.2% | 1.35% | +9.5% |
| Q2 2021 | $13,159,000 | – | 487,727 | – | 1.24% | – |
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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% |