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 | $87,833,594 | +0.7% | 3,352,427 | +4.4% | 0.75% | +1.9% |
| Q2 2023 | $87,203,805 | +15.3% | 3,211,926 | +8.2% | 0.74% | -2.6% |
| Q1 2023 | $75,629,342 | +10.6% | 2,968,184 | +5.4% | 0.76% | +0.3% |
| Q4 2022 | $68,376,340 | +32.2% | 2,816,159 | +21.1% | 0.76% | +15.9% |
| Q3 2022 | $51,703,000 | +8.5% | 2,324,780 | +13.6% | 0.65% | +0.2% |
| Q2 2022 | $47,672,000 | +18.9% | 2,046,029 | +40.7% | 0.65% | +27.3% |
| Q1 2022 | $40,110,000 | -0.3% | 1,454,310 | +4.7% | 0.51% | -10.3% |
| Q4 2021 | $40,248,000 | +53.5% | 1,389,288 | +40.8% | 0.57% | +30.7% |
| Q3 2021 | $26,220,000 | +11.8% | 986,823 | +13.6% | 0.44% | +0.9% |
| Q2 2021 | $23,444,000 | – | 868,948 | – | 0.43% | – |
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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% |