DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 601 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $343,089 | +8.9% | 13,095 | +12.8% | 0.00% | 0.0% |
| Q2 2023 | $315,049 | +3.2% | 11,604 | -3.2% | 0.00% | 0.0% |
| Q1 2023 | $305,378 | -71.9% | 11,985 | -73.3% | 0.00% | -50.0% |
| Q4 2022 | $1,088,302 | +14.0% | 44,823 | +4.4% | 0.00% | 0.0% |
| Q3 2022 | $955,000 | -35.7% | 42,941 | -32.6% | 0.00% | -33.3% |
| Q2 2022 | $1,485,000 | -36.3% | 63,744 | -24.6% | 0.00% | -25.0% |
| Q1 2022 | $2,333,000 | -37.7% | 84,597 | -34.5% | 0.00% | -33.3% |
| Q4 2021 | $3,744,000 | +159.8% | 129,228 | +138.3% | 0.01% | +100.0% |
| Q3 2021 | $1,441,000 | +300.3% | 54,218 | +306.2% | 0.00% | +200.0% |
| Q2 2021 | $360,000 | – | 13,346 | – | 0.00% | – |
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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% |