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 | $16,225,452 | -10.7% | 619,292 | -7.5% | 0.11% | +7.1% |
| Q2 2023 | $18,169,623 | +2.2% | 669,231 | -4.1% | 0.10% | 0.0% |
| Q1 2023 | $17,777,474 | -6.2% | 697,703 | -10.6% | 0.10% | -6.6% |
| Q4 2022 | $18,956,199 | +2.1% | 780,733 | -6.5% | 0.11% | -3.6% |
| Q3 2022 | $18,572,000 | -5.7% | 835,093 | -1.2% | 0.11% | +1.9% |
| Q2 2022 | $19,690,000 | -16.2% | 845,061 | -0.8% | 0.11% | -5.3% |
| Q1 2022 | $23,497,000 | -4.4% | 851,959 | +0.4% | 0.11% | +0.9% |
| Q4 2021 | $24,585,000 | +3.4% | 848,631 | -5.1% | 0.11% | -5.0% |
| Q3 2021 | $23,767,000 | -1.6% | 894,511 | -0.1% | 0.12% | -2.5% |
| Q2 2021 | $24,153,000 | – | 895,231 | – | 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% |