DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 660 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,178,254 | -2.3% | 83,139 | +1.2% | 1.66% | +1.6% |
| Q2 2023 | $2,230,266 | +7.3% | 82,146 | +0.7% | 1.63% | +3.5% |
| Q1 2023 | $2,078,177 | +7.9% | 81,561 | +2.9% | 1.58% | +3.8% |
| Q4 2022 | $1,925,262 | +12.3% | 79,294 | +2.9% | 1.52% | +6.8% |
| Q3 2022 | $1,714,000 | -3.9% | 77,064 | +0.7% | 1.42% | +0.9% |
| Q2 2022 | $1,783,000 | -6.8% | 76,525 | +10.3% | 1.41% | +12.4% |
| Q1 2022 | $1,914,000 | +40.2% | 69,389 | +47.2% | 1.25% | +49.5% |
| Q4 2021 | $1,365,000 | +62.1% | 47,132 | +48.7% | 0.84% | +50.1% |
| Q3 2021 | $842,000 | +2.7% | 31,694 | +4.2% | 0.56% | +4.1% |
| Q2 2021 | $820,000 | – | 30,404 | – | 0.54% | – |
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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% |