Haverford Trust Co - DIMENSIONAL ETF TRUST ownership

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
Haverford Trust Co ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2023$206,584
-22.9%
7,609
-21.6%
0.00%
-33.3%
Q1 2022$268,000
-4.6%
9,7080.0%0.00%0.0%
Q4 2021$281,000
+8.9%
9,7080.0%0.00%0.0%
Q3 2021$258,000
-50.4%
9,708
-2.6%
0.00%0.0%
Q2 2021$520,0009,9680.00%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Onyx Financial Advisors, LLC 2,982,371$80,971,37969.20%
SJS Investment Consulting Inc. 8,501,610$230,818,70657.94%
Greenspring Advisors, LLC 6,841,536$185,747,71157.01%
Geometric Wealth Advisors 5,874,755$161,673,25050.32%
Chico Wealth RIA 1,376,667$37,376,50944.54%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,904,284$51,701,30142.99%
Syverson Strege & Co 3,461,579$93,981,86740.24%
Core Wealth Management, Inc. 2,890,656$78,481,30339.84%
GRAND WEALTH MANAGEMENT, LLC 2,405,966$65,321,97738.84%
Shearwater Capital LLC 1,633,557$44,351,06138.78%
View complete list of DIMENSIONAL ETF TRUST shareholders