DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 384 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,477,026 | -18.6% | 170,879 | -15.6% | 0.01% | -14.3% |
| Q2 2023 | $5,498,631 | +11.3% | 202,528 | +4.5% | 0.01% | 0.0% |
| Q1 2023 | $4,940,291 | +14.7% | 193,889 | +9.3% | 0.01% | 0.0% |
| Q4 2022 | $4,305,841 | +18.1% | 177,341 | +8.2% | 0.01% | +16.7% |
| Q3 2022 | $3,646,000 | +6.7% | 163,955 | +11.8% | 0.01% | 0.0% |
| Q2 2022 | $3,416,000 | -28.3% | 146,599 | -15.2% | 0.01% | -25.0% |
| Q1 2022 | $4,766,000 | -3.4% | 172,775 | +1.5% | 0.01% | 0.0% |
| Q4 2021 | $4,933,000 | +10.4% | 170,264 | +1.2% | 0.01% | 0.0% |
| Q3 2021 | $4,470,000 | -1.0% | 168,222 | +0.5% | 0.01% | -11.1% |
| Q2 2021 | $4,517,000 | – | 167,385 | – | 0.01% | – |
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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% |