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 | $621,458 | -41.4% | 23,720 | -40.0% | 0.03% | +21.7% |
| Q2 2023 | $1,060,759 | +107.7% | 39,508 | +105.4% | 0.02% | +4.5% |
| Q1 2023 | $510,765 | +27419.7% | 19,238 | -72.5% | 0.02% | -56.0% |
| Q4 2022 | $1,856 | -99.9% | 69,872 | +1.6% | 0.05% | +4.2% |
| Q3 2022 | $1,828,000 | +5.9% | 68,805 | +5.9% | 0.05% | -11.1% |
| Q2 2022 | $1,726,000 | -9.3% | 64,993 | -9.3% | 0.05% | +125.0% |
| Q1 2022 | $1,903,000 | +928.6% | 71,638 | +1020.2% | 0.02% | +500.0% |
| Q4 2021 | $185,000 | +9.5% | 6,395 | +0.7% | 0.00% | +33.3% |
| Q3 2021 | $169,000 | +156.1% | 6,348 | +157.9% | 0.00% | +200.0% |
| Q2 2021 | $66,000 | – | 2,461 | – | 0.00% | – |
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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% |