DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $122,471 | +12.8% | 4,511 | +5.8% | 0.06% | +41.3% |
Q1 2023 | $108,595 | +5.1% | 4,262 | +0.2% | 0.05% | -9.8% |
Q4 2022 | $103,312 | +9.9% | 4,255 | +0.4% | 0.05% | +18.6% |
Q3 2022 | $94,000 | -5.1% | 4,240 | +0.3% | 0.04% | -4.4% |
Q2 2022 | $99,000 | -56.6% | 4,229 | -48.9% | 0.04% | -4.3% |
Q1 2022 | $228,000 | +90.0% | 8,268 | +100.3% | 0.05% | -11.3% |
Q4 2021 | $120,000 | +10.1% | 4,128 | +0.3% | 0.05% | 0.0% |
Q3 2021 | $109,000 | -1.8% | 4,117 | +0.2% | 0.05% | -7.0% |
Q2 2021 | $111,000 | – | 4,109 | – | 0.06% | – |
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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% |