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 2022 | $563,000 | -72.1% | 25,327 | -70.7% | 0.02% | -71.4% |
Q2 2022 | $2,015,000 | +42.2% | 86,473 | +68.3% | 0.06% | +64.7% |
Q1 2022 | $1,417,000 | -40.2% | 51,371 | -37.1% | 0.03% | -43.3% |
Q4 2021 | $2,368,000 | +25.4% | 81,730 | +15.0% | 0.06% | +7.1% |
Q3 2021 | $1,889,000 | +430.6% | 71,085 | +438.6% | 0.06% | +330.8% |
Q2 2021 | $356,000 | – | 13,199 | – | 0.01% | – |
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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% |