DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 751 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $233,861 | -53.0% | 7,254 | -53.4% | 0.09% | -55.5% |
| Q1 2024 | $497,813 | +9.3% | 15,581 | 0.0% | 0.21% | -7.9% |
| Q4 2023 | $455,433 | +7.6% | 15,581 | -3.6% | 0.23% | -3.0% |
| Q3 2023 | $423,340 | -3.5% | 16,158 | 0.0% | 0.24% | -2.1% |
| Q2 2023 | $438,690 | +2096.1% | 16,158 | +1961.0% | 0.24% | +2912.5% |
| Q1 2023 | $19,976 | +4.9% | 784 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $19,036 | +0.2% | 784 | 0.0% | 0.01% | -10.0% |
| Q3 2022 | $19,000 | 0.0% | 784 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $19,000 | -13.6% | 784 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $22,000 | -4.3% | 784 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $23,000 | +9.5% | 784 | 0.0% | 0.01% | -21.4% |
| Q3 2021 | $21,000 | -71.6% | 784 | -71.4% | 0.01% | -71.4% |
| Q2 2021 | $74,000 | – | 2,745 | – | 0.05% | – |
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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% |