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 | $265,262 | -0.4% | 10,124,499 | +3.2% | 0.55% | +1.5% |
Q2 2023 | $266,265 | +22.3% | 9,807,195 | +14.8% | 0.54% | +18.6% |
Q1 2023 | $217,633 | +16.8% | 8,541,345 | +11.3% | 0.46% | +2.0% |
Q4 2022 | $186,272 | -99.9% | 7,671,832 | +15.6% | 0.45% | +17.9% |
Q3 2022 | $147,598,000 | +6.1% | 6,636,643 | +11.2% | 0.38% | +5.0% |
Q2 2022 | $139,052,000 | +11.3% | 5,967,898 | +31.8% | 0.36% | +26.6% |
Q1 2022 | $124,917,000 | +27.6% | 4,529,270 | +34.0% | 0.29% | +29.4% |
Q4 2021 | $97,912,000 | +42.9% | 3,379,802 | +31.0% | 0.22% | +28.5% |
Q3 2021 | $68,529,000 | -18.6% | 2,579,198 | -17.4% | 0.17% | -19.6% |
Q2 2021 | $84,209,000 | – | 3,121,176 | – | 0.21% | – |
Download |
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% |