DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 539 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,161,513 | -8.7% | 39,737 | -18.1% | 0.02% | -20.0% |
| Q3 2023 | $1,271,617 | -1.9% | 48,535 | +1.6% | 0.02% | 0.0% |
| Q2 2023 | $1,296,847 | -92.4% | 47,766 | -92.9% | 0.02% | -93.0% |
| Q1 2023 | $17,039,348 | +7.5% | 668,734 | +2.5% | 0.28% | -1.0% |
| Q4 2022 | $15,845,361 | +11.6% | 652,610 | +2.2% | 0.29% | -23.5% |
| Q3 2022 | $14,204,000 | -3.2% | 638,652 | +1.5% | 0.38% | +12.3% |
| Q2 2022 | $14,667,000 | -12.5% | 629,479 | +3.6% | 0.33% | 0.0% |
| Q1 2022 | $16,754,000 | +5883.6% | 607,486 | +6182.2% | 0.33% | +5466.7% |
| Q4 2021 | $280,000 | -9.1% | 9,670 | -16.6% | 0.01% | 0.0% |
| Q3 2021 | $308,000 | +18.0% | 11,593 | +19.9% | 0.01% | 0.0% |
| Q2 2021 | $261,000 | – | 9,670 | – | 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% |