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 | $12,618,391 | +7.6% | 481,618 | +11.5% | 1.34% | +3.6% |
| Q2 2023 | $11,722,914 | +11.7% | 431,783 | +4.8% | 1.29% | -1.1% |
| Q1 2023 | $10,493,131 | +15.0% | 411,818 | +9.6% | 1.31% | -5.4% |
| Q4 2022 | $9,123,021 | +16.6% | 375,742 | +6.8% | 1.38% | -22.9% |
| Q3 2022 | $7,822,000 | +28.0% | 351,715 | +34.1% | 1.79% | +13.7% |
| Q2 2022 | $6,110,000 | -3.1% | 262,226 | +14.7% | 1.58% | -1.5% |
| Q1 2022 | $6,303,000 | +17.8% | 228,542 | +23.7% | 1.60% | +6.7% |
| Q4 2021 | $5,352,000 | – | 184,734 | – | 1.50% | – |
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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% |