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 | $5,806,172 | -5.4% | 221,609 | -1.9% | 1.97% | -2.7% |
| Q2 2023 | $6,135,480 | +48.1% | 225,984 | +39.0% | 2.02% | +34.8% |
| Q1 2023 | $4,143,280 | +8.7% | 162,609 | +3.6% | 1.50% | +0.3% |
| Q4 2022 | $3,812,565 | +8.9% | 157,025 | -0.2% | 1.50% | -3.6% |
| Q3 2022 | $3,500,000 | -7.1% | 157,396 | -2.6% | 1.55% | +2.6% |
| Q2 2022 | $3,767,000 | -15.8% | 161,666 | -0.4% | 1.51% | +0.1% |
| Q1 2022 | $4,476,000 | -0.7% | 162,286 | +4.3% | 1.51% | -0.9% |
| Q4 2021 | $4,506,000 | +16.9% | 155,534 | +7.2% | 1.53% | +8.2% |
| Q3 2021 | $3,856,000 | +3.9% | 145,120 | +5.5% | 1.41% | +4.7% |
| Q2 2021 | $3,710,000 | – | 137,495 | – | 1.35% | – |
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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% |