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 | $26,239,252 | -0.8% | 1,001,498 | +2.8% | 13.57% | +1.5% |
| Q2 2023 | $26,450,363 | +13.2% | 974,231 | +6.2% | 13.37% | +10.1% |
| Q1 2023 | $23,371,428 | +20.4% | 917,246 | +14.7% | 12.14% | +4.9% |
| Q4 2022 | $19,409,348 | +32.4% | 799,397 | +21.3% | 11.58% | +12.7% |
| Q3 2022 | $14,658,000 | -14.9% | 659,080 | -10.8% | 10.27% | -15.9% |
| Q2 2022 | $17,217,000 | -9.3% | 738,934 | +7.4% | 12.21% | -6.7% |
| Q1 2022 | $18,983,000 | +32.7% | 688,291 | +39.3% | 13.09% | +14.1% |
| Q4 2021 | $14,309,000 | – | 493,940 | – | 11.47% | – |
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% |