DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 781 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $759,660 | +1.2% | 23,563 | +0.3% | 0.33% | +1.8% |
| Q1 2024 | $750,576 | +9.5% | 23,492 | +0.2% | 0.33% | +7.2% |
| Q4 2023 | $685,268 | +11.6% | 23,444 | 0.0% | 0.30% | +2.3% |
| Q3 2023 | $614,233 | -3.5% | 23,444 | 0.0% | 0.30% | +3.1% |
| Q2 2023 | $636,505 | +6.6% | 23,444 | 0.0% | 0.29% | +4.3% |
| Q1 2023 | $597,353 | +4.9% | 23,444 | 0.0% | 0.28% | -2.1% |
| Q4 2022 | $569,220 | +9.3% | 23,444 | 0.0% | 0.28% | +1.8% |
| Q3 2022 | $521,000 | -4.6% | 23,444 | 0.0% | 0.28% | +1.8% |
| Q2 2022 | $546,000 | -15.6% | 23,444 | 0.0% | 0.27% | +0.4% |
| Q1 2022 | $647,000 | -4.7% | 23,444 | 0.0% | 0.27% | +0.4% |
| Q4 2021 | $679,000 | +9.0% | 23,444 | 0.0% | 0.27% | +1.9% |
| Q3 2021 | $623,000 | – | 23,444 | – | 0.27% | – |
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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% |