DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 501 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,003,276 | -6.7% | 38,292 | -3.4% | 0.09% | -5.1% |
| Q2 2023 | $1,075,760 | +7.4% | 39,623 | +0.8% | 0.10% | +2.1% |
| Q1 2023 | $1,001,536 | +3.7% | 39,306 | -1.2% | 0.10% | -2.0% |
| Q4 2022 | $965,799 | +9.6% | 39,777 | +0.5% | 0.10% | 0.0% |
| Q3 2022 | $881,000 | -9.9% | 39,596 | -5.6% | 0.10% | -5.8% |
| Q2 2022 | $978,000 | -17.4% | 41,962 | -2.2% | 0.10% | -7.1% |
| Q1 2022 | $1,184,000 | -4.6% | 42,926 | +0.2% | 0.11% | 0.0% |
| Q4 2021 | $1,241,000 | +9.4% | 42,840 | +0.4% | 0.11% | 0.0% |
| Q3 2021 | $1,134,000 | -1.3% | 42,683 | +0.3% | 0.11% | -4.3% |
| Q2 2021 | $1,149,000 | – | 42,575 | – | 0.12% | – |
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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% |