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 | $7,920,208 | -3.5% | 302,298 | 0.0% | 3.13% | -1.3% |
| Q2 2023 | $8,207,391 | +6.6% | 302,298 | 0.0% | 3.17% | +0.6% |
| Q1 2023 | $7,702,553 | +14.6% | 302,298 | 0.0% | 3.15% | -5.6% |
| Q3 2022 | $6,723,000 | -4.6% | 302,298 | 0.0% | 3.34% | +3.6% |
| Q2 2022 | $7,044,000 | -15.5% | 302,298 | 0.0% | 3.22% | -4.4% |
| Q1 2022 | $8,337,000 | -5.2% | 302,298 | -0.4% | 3.37% | -5.1% |
| Q4 2021 | $8,796,000 | +9.0% | 303,635 | 0.0% | 3.55% | -1.0% |
| Q3 2021 | $8,068,000 | -2.0% | 303,635 | -0.5% | 3.59% | -3.2% |
| Q2 2021 | $8,229,000 | – | 305,020 | – | 3.71% | – |
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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% |