DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 534 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $185,208,000 | -4.6% | 7,069,060 | -1.1% | 0.35% | -8.9% |
| Q2 2023 | $194,139,000 | +1.7% | 7,150,603 | -4.6% | 0.38% | -8.2% |
| Q1 2023 | $190,887,000 | +24.2% | 7,491,683 | +18.4% | 0.42% | +18.5% |
| Q4 2022 | $153,667,000 | +8.3% | 6,329,147 | -0.8% | 0.35% | -7.6% |
| Q3 2022 | $141,900,000 | -7.6% | 6,380,883 | -3.2% | 0.38% | -4.3% |
| Q2 2022 | $153,565,000 | -19.4% | 6,590,377 | -4.6% | 0.40% | -6.4% |
| Q1 2022 | $190,437,000 | -4.5% | 6,904,773 | +0.3% | 0.42% | -3.0% |
| Q4 2021 | $199,492,000 | +8.9% | 6,886,360 | -0.1% | 0.44% | -10.8% |
| Q3 2021 | $183,193,000 | -2.9% | 6,894,661 | -1.4% | 0.49% | -10.3% |
| Q2 2021 | $188,673,000 | – | 6,993,164 | – | 0.55% | – |
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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% |