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 | $7,467,204 | -7.2% | 285,007 | -3.8% | 0.74% | -10.0% |
| Q2 2023 | $8,044,022 | +12.4% | 296,281 | +2.9% | 0.83% | +7.7% |
| Q1 2023 | $7,155,786 | +2.9% | 288,011 | +0.6% | 0.77% | +2.0% |
| Q4 2022 | $6,953,361 | +20.2% | 286,382 | +10.1% | 0.75% | +11.5% |
| Q3 2022 | $5,785,000 | -5.4% | 260,077 | -0.9% | 0.68% | +1.3% |
| Q2 2022 | $6,116,000 | -9.9% | 262,522 | +6.6% | 0.67% | +3.3% |
| Q1 2022 | $6,789,000 | +11.3% | 246,163 | +17.0% | 0.65% | +17.2% |
| Q4 2021 | $6,098,000 | +486.9% | 210,467 | +438.2% | 0.55% | +445.5% |
| Q3 2021 | $1,039,000 | +26.6% | 39,104 | +28.5% | 0.10% | +27.8% |
| Q2 2021 | $821,000 | – | 30,441 | – | 0.08% | – |
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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% |