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 | $104,715,989 | -4.2% | 3,996,793 | -0.8% | 0.51% | +19.5% |
Q2 2023 | $109,339,836 | -96.6% | 4,027,252 | +5.2% | 0.43% | -94.3% |
Q1 2023 | $3,193,413,448 | +3352.1% | 3,827,603 | +2618.5% | 7.53% | +1172.1% |
Q4 2022 | $92,507,018 | +17.1% | 140,798 | -96.0% | 0.59% | -37.6% |
Q3 2022 | $78,994,000 | +2310.6% | 3,551,881 | +2425.1% | 0.95% | +2536.1% |
Q2 2022 | $3,277,000 | +466.0% | 140,662 | +12.6% | 0.04% | +300.0% |
Q1 2022 | $579,000 | +43.3% | 124,899 | +6.0% | 0.01% | +50.0% |
Q4 2021 | $404,000 | +10.1% | 117,863 | +752.8% | 0.01% | -25.0% |
Q3 2021 | $367,000 | -76.1% | 13,820 | -75.7% | 0.01% | -76.5% |
Q2 2021 | $1,537,000 | – | 56,975 | – | 0.03% | – |
Download |
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% |