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 | $24,793 | -2.5% | 946,304 | +1.0% | 0.14% | -2.1% |
| Q2 2023 | $25,433 | +42.9% | 936,750 | +34.1% | 0.14% | +11.1% |
| Q1 2023 | $17,795 | -10.2% | 698,410 | -14.5% | 0.13% | -3.1% |
| Q4 2022 | $19,827 | -99.9% | 816,596 | -4.8% | 0.13% | -10.3% |
| Q3 2022 | $19,071,000 | -11.2% | 857,492 | -7.0% | 0.14% | -11.0% |
| Q2 2022 | $21,488,000 | -15.5% | 922,227 | +0.1% | 0.16% | -8.9% |
| Q1 2022 | $25,418,000 | -0.6% | 921,625 | +4.4% | 0.18% | -2.7% |
| Q4 2021 | $25,573,000 | +19.3% | 882,750 | +9.5% | 0.18% | +8.2% |
| Q3 2021 | $21,429,000 | +27.7% | 806,496 | +29.7% | 0.17% | +20.6% |
| Q2 2021 | $16,779,000 | – | 621,923 | – | 0.14% | – |
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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% |