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 | $101,639,628 | -1.5% | 3,879,375 | +2.1% | 9.36% | -0.5% |
| Q2 2023 | $103,152,339 | +12.7% | 3,799,350 | +5.7% | 9.40% | +3.8% |
| Q1 2023 | $91,567,466 | +0.6% | 3,593,700 | -4.1% | 9.06% | -7.4% |
| Q4 2022 | $90,992,682 | +9.6% | 3,747,639 | +0.4% | 9.79% | +0.4% |
| Q3 2022 | $82,997,000 | -4.2% | 3,731,888 | +0.4% | 9.75% | +2.3% |
| Q2 2022 | $86,637,000 | -12.7% | 3,718,330 | +3.3% | 9.53% | -1.2% |
| Q1 2022 | $99,273,000 | -13.4% | 3,599,474 | -9.0% | 9.65% | -5.4% |
| Q4 2021 | $114,587,000 | +0.2% | 3,955,350 | -7.6% | 10.20% | -13.1% |
| Q3 2021 | $114,311,000 | +0.2% | 4,282,896 | +1.3% | 11.74% | -1.0% |
| Q2 2021 | $114,038,000 | – | 4,226,752 | – | 11.86% | – |
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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% |