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 | $584,967 | -61.2% | 22,327 | -59.8% | 0.35% | -54.9% |
| Q2 2023 | $1,509,106 | +6.6% | 55,584 | 0.0% | 0.77% | -0.4% |
| Q1 2023 | $1,416,280 | +4.9% | 55,584 | 0.0% | 0.78% | -0.4% |
| Q4 2022 | $1,349,580 | +9.2% | 55,584 | 0.0% | 0.78% | +5.3% |
| Q3 2022 | $1,236,000 | -4.6% | 55,584 | 0.0% | 0.74% | -3.3% |
| Q2 2022 | $1,295,000 | -15.5% | 55,584 | 0.0% | 0.77% | -12.0% |
| Q1 2022 | $1,533,000 | -4.8% | 55,584 | 0.0% | 0.87% | -4.4% |
| Q4 2021 | $1,610,000 | +9.0% | 55,584 | 0.0% | 0.91% | -4.9% |
| Q3 2021 | $1,477,000 | -1.5% | 55,584 | 0.0% | 0.96% | -1.7% |
| Q2 2021 | $1,500,000 | – | 55,584 | – | 0.97% | – |
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% |