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 | $2,794,733 | -7.5% | 106,669 | -4.1% | 0.19% | -6.1% |
| Q2 2023 | $3,019,862 | +12.3% | 111,229 | +5.4% | 0.20% | +7.6% |
| Q1 2023 | $2,689,950 | +113304.3% | 105,571 | +8.1% | 0.18% | +10.2% |
| Q4 2022 | $2,372 | -99.9% | 97,700 | +12.3% | 0.17% | +11.3% |
| Q3 2022 | $1,935,000 | +4.4% | 87,012 | +9.4% | 0.15% | +7.1% |
| Q2 2022 | $1,853,000 | -22.5% | 79,544 | -8.3% | 0.14% | -14.1% |
| Q1 2022 | $2,392,000 | -9.9% | 86,730 | -5.4% | 0.16% | -13.8% |
| Q4 2021 | $2,655,000 | – | 91,638 | – | 0.19% | – |
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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% |