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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,349,779 | -4.3% | 204,190 | -0.8% | 3.93% | +3.2% |
| Q2 2023 | $5,588,526 | +2.8% | 205,839 | -3.6% | 3.81% | +3.0% |
| Q1 2023 | $5,438,929 | +7.2% | 213,459 | +2.2% | 3.69% | +4.3% |
| Q4 2022 | $5,072,503 | +10.6% | 208,917 | +1.3% | 3.54% | -1.3% |
| Q3 2022 | $4,587,000 | +1.4% | 206,247 | +6.3% | 3.59% | -2.5% |
| Q2 2022 | $4,523,000 | -14.9% | 194,102 | +0.8% | 3.68% | -0.5% |
| Q1 2022 | $5,312,000 | +2.2% | 192,600 | -0.1% | 3.70% | +0.0% |
| Q2 2021 | $5,199,000 | – | 192,699 | – | 3.70% | – |
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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% |