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 | $14,385,673 | -7.8% | 549,072 | -4.4% | 0.66% | -5.3% |
| Q2 2023 | $15,599,145 | +9.2% | 574,554 | +2.5% | 0.70% | +13.7% |
| Q1 2023 | $14,279,022 | +15.7% | 560,401 | +10.3% | 0.61% | +4.1% |
| Q4 2022 | $12,340,049 | +11.0% | 508,239 | +1.6% | 0.59% | -6.9% |
| Q3 2022 | $11,122,000 | -5.4% | 500,101 | -0.9% | 0.63% | -10.8% |
| Q2 2022 | $11,754,000 | +24.1% | 504,460 | +54.4% | 0.71% | +25.6% |
| Q4 2021 | $9,468,000 | +66.6% | 326,827 | +52.8% | 0.57% | +52.2% |
| Q3 2021 | $5,684,000 | +46.5% | 213,939 | +48.8% | 0.37% | +43.1% |
| Q2 2021 | $3,879,000 | – | 143,767 | – | 0.26% | – |
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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% |