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 | $537 | +0.8% | 16,680 | 0.0% | 0.31% | -1.9% |
| Q1 2024 | $533 | +9.9% | 16,680 | 0.0% | 0.32% | +1.6% |
| Q4 2023 | $485 | +11.0% | 16,680 | 0.0% | 0.31% | -1.9% |
| Q3 2023 | $437 | -3.3% | 16,680 | 0.0% | 0.32% | -0.9% |
| Q2 2023 | $452 | +6.4% | 16,680 | 0.0% | 0.32% | +4.6% |
| Q1 2023 | $425 | +5.2% | 16,680 | 0.0% | 0.30% | -2.9% |
| Q4 2022 | $404 | -99.9% | 16,680 | 0.0% | 0.31% | -2.5% |
| Q3 2022 | $370,000 | -5.6% | 16,680 | 0.0% | 0.32% | +0.6% |
| Q2 2022 | $392,000 | -24.3% | 16,680 | -11.4% | 0.32% | -16.4% |
| Q1 2022 | $518,000 | -5.0% | 18,817 | 0.0% | 0.38% | -4.5% |
| Q4 2021 | $545,000 | – | 18,817 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rockwood Wealth Management, LLC | 5,654,179 | $131,742,376 | 61.70% |
| Steward Financial Group LLC | 2,641,133 | $61,517,000 | 51.14% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,794,094 | $49,481,000 | 46.80% |
| Greenspring Advisors, LLC | 6,748,747 | $157,250,000 | 46.24% |
| Geometric Wealth Advisors | 3,783,638 | $88,159,000 | 43.99% |
| WorthPointe, LLC | 2,077,527 | $48,406,000 | 40.61% |
| Heritage Financial Services, LLC | 3,054,803 | $71,176,000 | 39.66% |
| Shearwater Capital LLC | 1,534,882 | $35,779,000 | 38.54% |
| ShankerValleau Wealth Advisors, Inc. | 2,398,780 | $55,892,000 | 36.36% |
| Austin Asset Management Co Inc | 4,280,538 | $99,737,000 | 35.58% |