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 | $51,753,520 | +5.4% | 1,975,325 | +9.3% | 22.53% | +7.7% |
| Q2 2023 | $49,087,679 | +29.7% | 1,808,002 | +21.7% | 20.92% | +14.9% |
| Q1 2023 | $37,849,828 | +530.0% | 1,485,472 | +500.3% | 18.20% | +391.5% |
| Q4 2022 | $6,008,087 | +21.6% | 247,449 | +11.3% | 3.70% | +9.4% |
| Q3 2022 | $4,942,000 | -24.0% | 222,254 | -5.7% | 3.38% | -15.4% |
| Q2 2022 | $6,501,000 | -5.5% | 235,726 | -0.7% | 4.00% | -0.3% |
| Q4 2021 | $6,880,000 | +9.4% | 237,501 | +0.4% | 4.01% | -1.3% |
| Q3 2021 | $6,287,000 | +0.6% | 236,647 | +2.1% | 4.07% | -8.6% |
| Q2 2021 | $6,252,000 | – | 231,746 | – | 4.45% | – |
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% |