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 | $1,412,825 | -3.2% | 53,925 | +0.3% | 0.14% | -4.8% |
| Q2 2023 | $1,459,451 | +7.4% | 53,755 | +0.8% | 0.15% | -1.4% |
| Q1 2023 | $1,358,793 | +5.1% | 53,328 | +0.2% | 0.15% | -4.5% |
| Q4 2022 | $1,292,689 | +2.8% | 53,241 | -5.9% | 0.16% | -13.4% |
| Q3 2022 | $1,258,000 | -4.9% | 56,561 | -0.4% | 0.18% | -21.8% |
| Q2 2022 | $1,323,000 | -15.2% | 56,789 | +0.3% | 0.23% | -8.0% |
| Q1 2022 | $1,561,000 | -4.9% | 56,601 | -0.1% | 0.25% | -4.2% |
| Q4 2021 | $1,642,000 | +9.5% | 56,670 | +0.4% | 0.26% | -12.8% |
| Q3 2021 | $1,500,000 | -1.3% | 56,455 | +0.3% | 0.30% | -15.6% |
| Q2 2021 | $1,519,000 | – | 56,306 | – | 0.35% | – |
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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% |