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 | $359,752 | +91673.5% | 13,731 | -4.9% | 0.05% | -5.6% |
Q2 2023 | $392 | -1.5% | 14,444 | -7.6% | 0.05% | -8.5% |
Q1 2023 | $398 | -34.6% | 15,633 | -37.6% | 0.06% | -37.2% |
Q4 2022 | $609 | -99.9% | 25,062 | 0.0% | 0.09% | 0.0% |
Q3 2022 | $557,000 | +23.8% | 25,062 | +29.7% | 0.09% | +32.4% |
Q2 2022 | $450,000 | -15.6% | 19,320 | 0.0% | 0.07% | -4.1% |
Q1 2022 | $533,000 | -10.4% | 19,320 | -5.9% | 0.07% | -8.6% |
Q4 2021 | $595,000 | +9.2% | 20,525 | 0.0% | 0.08% | -1.2% |
Q3 2021 | $545,000 | -3.2% | 20,525 | -1.7% | 0.08% | -6.8% |
Q2 2021 | $563,000 | – | 20,885 | – | 0.09% | – |
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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% |