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 | $418,597 | -3.5% | 15,977 | 0.0% | 0.12% | +2.5% |
| Q2 2023 | $433,776 | +6.6% | 15,977 | 0.0% | 0.12% | +11.2% |
| Q1 2023 | $407,094 | -48.5% | 15,977 | -50.9% | 0.11% | -54.7% |
| Q4 2022 | $789,853 | -27.7% | 32,531 | -33.7% | 0.24% | -29.8% |
| Q3 2022 | $1,092,000 | +193.5% | 49,082 | +207.2% | 0.34% | +189.7% |
| Q2 2022 | $372,000 | -18.6% | 15,977 | -3.7% | 0.12% | -12.1% |
| Q1 2022 | $457,000 | -1.3% | 16,588 | +3.8% | 0.13% | -9.0% |
| Q4 2021 | $463,000 | +8.9% | 15,977 | 0.0% | 0.14% | +5.1% |
| Q3 2021 | $425,000 | -1.4% | 15,977 | 0.0% | 0.14% | -7.4% |
| Q2 2021 | $431,000 | – | 15,977 | – | 0.15% | – |
Download | ||||||
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% |