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 2023 | $2,509,162 | -9.8% | 95,770 | -6.5% | 0.18% | -8.6% |
| Q2 2023 | $2,781,801 | -40.7% | 102,460 | -44.3% | 0.20% | -41.2% |
| Q1 2023 | $4,688,314 | -9.9% | 184,000 | -14.2% | 0.34% | -13.1% |
| Q4 2022 | $5,205,918 | -38.1% | 214,412 | -43.3% | 0.39% | -44.1% |
| Q3 2022 | $8,416,000 | -2.5% | 378,439 | +2.2% | 0.69% | -0.9% |
| Q2 2022 | $8,629,000 | -21.1% | 370,352 | -1.6% | 0.70% | +1.6% |
| Q4 2021 | $10,938,000 | +31.2% | 376,251 | +19.9% | 0.69% | +22.4% |
| Q3 2021 | $8,338,000 | +0.1% | 313,833 | +1.6% | 0.56% | +1.1% |
| Q2 2021 | $8,331,000 | – | 308,791 | – | 0.56% | – |
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% |