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 | $4,277,098 | -3.5% | 163,248 | 0.0% | 0.88% | -1.8% |
| Q2 2023 | $4,432,183 | +6.6% | 163,248 | 0.0% | 0.89% | +3.6% |
| Q1 2023 | $4,159,559 | +4.9% | 163,248 | 0.0% | 0.86% | -1.8% |
| Q4 2022 | $3,963,661 | +6.3% | 163,248 | -2.7% | 0.88% | +1.2% |
| Q3 2022 | $3,730,000 | -1.9% | 167,731 | +2.7% | 0.87% | +2.6% |
| Q2 2022 | $3,804,000 | -16.5% | 163,248 | -1.2% | 0.84% | -4.6% |
| Q1 2022 | $4,556,000 | -4.8% | 165,200 | 0.0% | 0.88% | -0.2% |
| Q4 2021 | $4,786,000 | +0.6% | 165,200 | -7.7% | 0.89% | -4.7% |
| Q3 2021 | $4,756,000 | -4.3% | 179,014 | -2.8% | 0.93% | -4.5% |
| Q2 2021 | $4,972,000 | – | 184,199 | – | 0.98% | – |
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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% |