DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 627 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,707,954 | +0.2% | 943,052 | +3.8% | 3.99% | +0.3% |
| Q2 2023 | $24,669,154 | +7.2% | 908,624 | +0.6% | 3.98% | -0.6% |
| Q1 2023 | $23,018,826 | +20.6% | 903,408 | +14.9% | 4.00% | +13.7% |
| Q4 2022 | $19,088,210 | +47.0% | 786,170 | +34.7% | 3.52% | +27.6% |
| Q3 2022 | $12,983,000 | +17.4% | 583,771 | +23.0% | 2.76% | +21.1% |
| Q2 2022 | $11,062,000 | +187.3% | 474,757 | +257.2% | 2.28% | +221.6% |
| Q4 2021 | $3,850,000 | +9.0% | 132,899 | 0.0% | 0.71% | -4.8% |
| Q3 2021 | $3,531,000 | -5.6% | 132,899 | -4.1% | 0.74% | -4.9% |
| Q2 2021 | $3,739,000 | – | 138,589 | – | 0.78% | – |
Download | ||||||
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% |