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 | $659,455 | +12.6% | 25,170 | +16.7% | 0.03% | +18.5% |
| Q2 2023 | $585,511 | +85.9% | 21,566 | +74.5% | 0.03% | +68.8% |
| Q1 2023 | $314,885 | +5.1% | 12,358 | +0.2% | 0.02% | 0.0% |
| Q4 2022 | $299,558 | +9.7% | 12,338 | +0.4% | 0.02% | -5.9% |
| Q3 2022 | $273,000 | -4.5% | 12,294 | +0.3% | 0.02% | +6.2% |
| Q2 2022 | $286,000 | -8.0% | 12,262 | +8.7% | 0.02% | 0.0% |
| Q1 2022 | $311,000 | -4.6% | 11,281 | +0.2% | 0.02% | 0.0% |
| Q4 2021 | $326,000 | +5.8% | 11,262 | -1.5% | 0.02% | -5.9% |
| Q2 2021 | $308,000 | – | 11,430 | – | 0.02% | – |
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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% |