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 | $113,780,862 | +0.2% | 4,342,781 | +3.8% | 0.31% | +3.3% |
| Q2 2023 | $113,581,401 | +6.8% | 4,183,477 | +0.2% | 0.30% | +14.5% |
| Q1 2023 | $106,379,790 | +105622.2% | 4,175,031 | +0.7% | 0.26% | -1.1% |
| Q4 2022 | $100,622 | -99.8% | 4,144,235 | +75.9% | 0.26% | +72.1% |
| Q3 2022 | $52,411,000 | +6426.9% | 2,356,601 | +6741.8% | 0.15% | +7600.0% |
| Q2 2022 | $803,000 | -14.2% | 34,444 | +1.5% | 0.00% | 0.0% |
| Q1 2022 | $936,000 | +108.9% | 33,929 | +119.6% | 0.00% | +100.0% |
| Q4 2021 | $448,000 | +24.8% | 15,452 | +14.2% | 0.00% | 0.0% |
| Q3 2021 | $359,000 | -69.6% | 13,525 | -69.1% | 0.00% | -66.7% |
| Q2 2021 | $1,181,000 | – | 43,756 | – | 0.00% | – |
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% |