DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 627 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,944,788 | +2.9% | 1,639,114 | +6.6% | 26.24% | -7.4% |
| Q2 2023 | $41,739,341 | +11.6% | 1,537,361 | +4.7% | 28.34% | +5.2% |
| Q1 2023 | $37,413,121 | +8.0% | 1,468,333 | +2.9% | 26.95% | -2.0% |
| Q4 2022 | $34,640,634 | +10.7% | 1,426,715 | +1.4% | 27.51% | -7.8% |
| Q3 2022 | $31,288,000 | -5.7% | 1,406,816 | -1.2% | 29.84% | -1.7% |
| Q2 2022 | $33,184,000 | -16.3% | 1,424,207 | -0.9% | 30.35% | -7.9% |
| Q1 2022 | $39,627,000 | +2.3% | 1,436,809 | +0.2% | 32.96% | +4.4% |
| Q4 2021 | $38,750,000 | – | 1,434,120 | – | 31.57% | – |
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% |