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 | $315,851 | -7.4% | 12,055 | -4.0% | 0.01% | +20.0% |
| Q2 2023 | $340,923 | +102587.7% | 12,557 | -3.5% | 0.01% | -16.7% |
| Q1 2023 | $332 | -6.5% | 13,014 | -10.9% | 0.01% | -14.3% |
| Q4 2022 | $355 | -99.8% | 14,605 | +45.8% | 0.01% | +40.0% |
| Q3 2022 | $223,000 | -4.3% | 10,014 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $233,000 | -33.2% | 10,014 | -20.8% | 0.01% | -28.6% |
| Q1 2022 | $349,000 | +31.2% | 12,646 | +26.3% | 0.01% | +40.0% |
| Q3 2021 | $266,000 | -1.5% | 10,014 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $270,000 | – | 10,014 | – | 0.01% | – |
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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% |