DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 501 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,011,531 | -4.5% | 1,069,142 | -1.0% | 12.10% | -3.6% |
| Q2 2023 | $29,325,997 | +13.7% | 1,080,147 | +6.7% | 12.56% | -1.2% |
| Q1 2023 | $25,786,024 | +5.0% | 1,012,010 | +0.0% | 12.71% | -7.3% |
| Q4 2022 | $24,561,843 | +7.3% | 1,011,608 | -1.7% | 13.71% | -9.1% |
| Q3 2022 | $22,889,000 | -4.2% | 1,029,159 | +0.4% | 15.08% | -6.1% |
| Q2 2022 | $23,893,000 | -20.6% | 1,025,467 | -1.3% | 16.06% | -15.1% |
| Q4 2021 | $30,110,000 | – | 1,039,349 | – | 18.91% | – |
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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% |