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 | $41,010,682 | -2.6% | 1,565,293 | +0.9% | 5.23% | -2.7% |
| Q2 2023 | $42,110,803 | +10.0% | 1,551,042 | +3.3% | 5.38% | +8.3% |
| Q1 2023 | $38,270,396 | +9.4% | 1,501,978 | +4.3% | 4.97% | +2.6% |
| Q4 2022 | $34,967,156 | +10.2% | 1,440,163 | +0.9% | 4.84% | -5.7% |
| Q3 2022 | $31,739,000 | -7.0% | 1,427,117 | -2.5% | 5.14% | -1.6% |
| Q2 2022 | $34,122,000 | -22.5% | 1,464,444 | -8.2% | 5.22% | -20.8% |
| Q1 2022 | $44,004,000 | -2.0% | 1,595,526 | +2.9% | 6.59% | -0.7% |
| Q4 2021 | $44,900,000 | +9.6% | 1,549,889 | +0.5% | 6.64% | +6.2% |
| Q3 2021 | $40,972,000 | +3.0% | 1,542,056 | +4.6% | 6.25% | -7.0% |
| Q2 2021 | $39,781,000 | – | 1,474,479 | – | 6.72% | – |
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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% |