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 | $83,818,245 | +0.9% | 3,199,156 | +4.6% | 0.12% | -16.8% |
| Q2 2023 | $83,051,596 | -12.2% | 3,059,018 | -17.6% | 0.15% | -16.3% |
| Q1 2023 | $94,609,352 | +7.0% | 3,713,120 | +1.9% | 0.18% | -0.6% |
| Q4 2022 | $88,449,829 | +71.6% | 3,642,859 | +57.1% | 0.18% | +51.7% |
| Q3 2022 | $51,557,000 | +5.9% | 2,318,193 | +11.0% | 0.12% | +10.3% |
| Q2 2022 | $48,665,000 | +812.9% | 2,088,501 | +980.7% | 0.11% | +970.0% |
| Q1 2022 | $5,331,000 | -90.5% | 193,261 | -90.0% | 0.01% | -90.6% |
| Q4 2021 | $55,991,000 | +6.1% | 1,932,631 | -2.7% | 0.11% | -3.6% |
| Q3 2021 | $52,778,000 | -20.2% | 1,986,190 | -18.9% | 0.11% | -23.1% |
| Q2 2021 | $66,114,000 | – | 2,450,528 | – | 0.14% | – |
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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% |