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 | $32,743,739 | +0.5% | 1,249,759 | +4.1% | 0.41% | -23.3% |
| Q2 2023 | $32,580,752 | -10.2% | 1,200,029 | -15.7% | 0.53% | -14.1% |
| Q1 2023 | $36,291,717 | +10.9% | 1,424,324 | +5.7% | 0.62% | -2.5% |
| Q4 2022 | $32,720,525 | +15.3% | 1,347,633 | +5.6% | 0.64% | 0.0% |
| Q3 2022 | $28,380,000 | -10.5% | 1,276,202 | -6.3% | 0.64% | -5.2% |
| Q2 2022 | $31,724,000 | -11.6% | 1,361,344 | +4.6% | 0.67% | +36.2% |
| Q1 2022 | $35,903,000 | +3352.2% | 1,301,763 | +3525.7% | 0.49% | +1722.2% |
| Q4 2021 | $1,040,000 | +4.0% | 35,904 | -4.6% | 0.03% | +8.0% |
| Q3 2021 | $1,000,000 | +38.7% | 37,646 | +40.8% | 0.02% | -3.8% |
| Q2 2021 | $721,000 | – | 26,732 | – | 0.03% | – |
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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% |