DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 781 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,964,890 | +0.9% | 60,946 | 0.0% | 0.18% | -2.2% |
| Q1 2024 | $1,947,216 | +9.3% | 60,946 | 0.0% | 0.18% | -29.8% |
| Q4 2023 | $1,781,443 | -1.4% | 60,946 | -11.6% | 0.26% | -20.6% |
| Q3 2023 | $1,807,242 | -3.5% | 68,979 | 0.0% | 0.32% | -5.3% |
| Q2 2023 | $1,872,772 | +7.6% | 68,979 | +1.0% | 0.34% | +9.4% |
| Q1 2023 | $1,740,634 | +4.9% | 68,314 | 0.0% | 0.31% | -1.3% |
| Q4 2022 | $1,658,657 | +9.2% | 68,314 | 0.0% | 0.31% | -6.3% |
| Q3 2022 | $1,519,000 | -4.6% | 68,314 | 0.0% | 0.34% | +0.6% |
| Q2 2022 | $1,592,000 | -15.5% | 68,314 | 0.0% | 0.33% | -3.8% |
| Q1 2022 | $1,884,000 | -5.8% | 68,314 | -1.0% | 0.35% | +1.2% |
| Q4 2021 | $2,000,000 | -10.3% | 69,021 | -17.8% | 0.34% | -13.2% |
| Q3 2021 | $2,230,000 | +2.0% | 83,926 | 0.0% | 0.39% | -11.7% |
| Q2 2021 | $2,187,000 | – | 83,926 | – | 0.45% | – |
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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% |