DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 795 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $338,005 | -3.8% | 10,484 | -4.7% | 0.10% | -7.1% |
| Q1 2024 | $351,514 | +9.3% | 11,002 | 0.0% | 0.11% | +3.7% |
| Q4 2023 | $321,589 | +1.8% | 11,002 | -8.8% | 0.11% | -23.2% |
| Q3 2023 | $316,051 | -3.5% | 12,063 | 0.0% | 0.14% | -0.7% |
| Q2 2023 | $327,511 | -1.2% | 12,063 | -7.3% | 0.14% | +0.7% |
| Q1 2023 | $331,444 | +1.2% | 13,008 | -3.6% | 0.14% | +18.3% |
| Q4 2022 | $327,513 | +9.2% | 13,489 | 0.0% | 0.12% | -13.7% |
| Q3 2022 | $300,000 | -10.2% | 13,489 | -5.8% | 0.14% | -12.0% |
| Q2 2022 | $334,000 | -15.4% | 14,314 | 0.0% | 0.16% | -7.1% |
| Q1 2022 | $395,000 | -28.3% | 14,314 | -24.7% | 0.17% | -17.1% |
| Q4 2021 | $551,000 | – | 19,010 | – | 0.20% | – |
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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% |