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 | $3,182,167 | -10.8% | 121,457 | -7.5% | 0.43% | -11.5% |
| Q2 2023 | $3,566,004 | +11.2% | 131,344 | +4.3% | 0.48% | +3.4% |
| Q1 2023 | $3,208,128 | +80.1% | 125,908 | +71.6% | 0.47% | +66.3% |
| Q4 2022 | $1,781,695 | +31.4% | 73,381 | +20.3% | 0.28% | +24.8% |
| Q3 2022 | $1,356,000 | -1.4% | 60,980 | +3.4% | 0.23% | +5.1% |
| Q2 2022 | $1,375,000 | +1.3% | 58,996 | +19.8% | 0.22% | +28.7% |
| Q1 2022 | $1,358,000 | +2.6% | 49,248 | +7.7% | 0.17% | +7.1% |
| Q4 2021 | $1,324,000 | -5.8% | 45,716 | -13.6% | 0.16% | -19.6% |
| Q3 2021 | $1,406,000 | +2.6% | 52,925 | +4.2% | 0.19% | +2.6% |
| Q2 2021 | $1,370,000 | – | 50,794 | – | 0.19% | – |
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% |