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 | $23,268,891 | +7.0% | 888,126 | +10.8% | 8.38% | +6.2% |
| Q2 2023 | $21,755,813 | +11.8% | 801,319 | +5.0% | 7.89% | +6.2% |
| Q1 2023 | $19,452,270 | +3.3% | 763,433 | -1.5% | 7.43% | -7.8% |
| Q4 2022 | $18,822,929 | +4.6% | 775,244 | -4.2% | 8.06% | +1.4% |
| Q3 2022 | $17,989,000 | -1.1% | 808,838 | +3.6% | 7.95% | +0.8% |
| Q2 2022 | $18,190,000 | -14.5% | 780,687 | +6.3% | 7.89% | -20.3% |
| Q4 2021 | $21,285,000 | +19.9% | 734,726 | +10.0% | 9.90% | +12.3% |
| Q3 2021 | $17,754,000 | +8.4% | 668,194 | +10.1% | 8.81% | +1.7% |
| Q2 2021 | $16,377,000 | – | 607,022 | – | 8.67% | – |
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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% |