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 | $119,445,296 | -5.9% | 4,558,981 | -2.5% | 24.74% | -3.1% |
| Q2 2023 | $126,948,203 | +9.0% | 4,675,809 | +2.3% | 25.53% | -3.0% |
| Q1 2023 | $116,488,727 | +5.7% | 4,571,771 | +0.7% | 26.32% | -0.1% |
| Q4 2022 | $110,207,925 | +13.0% | 4,539,040 | +3.5% | 26.33% | -0.8% |
| Q3 2022 | $97,514,000 | -2.7% | 4,384,642 | +1.9% | 26.54% | -6.6% |
| Q2 2022 | $100,226,000 | -16.2% | 4,301,533 | -0.8% | 28.42% | -7.5% |
| Q1 2022 | $119,538,000 | -3.3% | 4,334,238 | +1.5% | 30.71% | -13.3% |
| Q4 2021 | $123,675,000 | – | 4,269,072 | – | 35.42% | – |
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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% |