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 | $1,209,035,750 | +6.8% | 46,146,403 | +10.7% | 0.55% | +10.2% |
| Q2 2023 | $1,131,916,254 | +56.2% | 41,691,206 | +46.6% | 0.50% | +44.3% |
| Q1 2023 | $724,481,301 | +34.6% | 28,433,332 | +28.3% | 0.35% | +24.7% |
| Q4 2022 | $538,110,720 | +51.3% | 22,162,715 | +38.6% | 0.28% | +37.4% |
| Q3 2022 | $355,700,000 | -2.6% | 15,993,685 | +2.0% | 0.20% | -0.5% |
| Q2 2022 | $365,256,000 | -17.3% | 15,676,227 | -2.2% | 0.20% | -8.1% |
| Q1 2022 | $441,928,000 | -0.1% | 16,023,503 | +4.9% | 0.22% | +1.4% |
| Q4 2021 | $442,563,000 | +5.4% | 15,276,492 | -3.4% | 0.22% | -5.2% |
| Q3 2021 | $420,022,000 | -3.2% | 15,808,092 | -1.7% | 0.23% | -6.1% |
| Q2 2021 | $434,024,000 | – | 16,086,878 | – | 0.25% | – |
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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% |