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 | $9,751,096 | +21.7% | 372,179 | +26.1% | 0.21% | +19.2% |
| Q2 2023 | $8,013,466 | +20.7% | 295,155 | +13.3% | 0.18% | +13.5% |
| Q1 2023 | $6,640,414 | +20.3% | 260,613 | +14.6% | 0.16% | -2.5% |
| Q4 2022 | $5,521,065 | +162.9% | 227,391 | +140.9% | 0.16% | +105.1% |
| Q3 2022 | $2,100,000 | -4.2% | 94,408 | +0.4% | 0.08% | -17.0% |
| Q2 2022 | $2,191,000 | -22.9% | 94,051 | -8.7% | 0.09% | -12.1% |
| Q1 2022 | $2,840,000 | -4.8% | 102,988 | +0.0% | 0.11% | +0.9% |
| Q4 2021 | $2,982,000 | +7.3% | 102,943 | -1.6% | 0.11% | -3.6% |
| Q3 2021 | $2,778,000 | -0.1% | 104,568 | +1.4% | 0.11% | -4.3% |
| Q2 2021 | $2,781,000 | – | 103,091 | – | 0.12% | – |
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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% |