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 | $63,953,679 | +7.1% | 2,440,980 | +4.2% | 22.18% | -2.7% |
| Q1 2023 | $59,686,731 | +10.0% | 2,342,493 | +4.8% | 22.80% | -2.3% |
| Q4 2022 | $54,245,600 | +37.0% | 2,234,168 | +25.5% | 23.34% | +7.4% |
| Q3 2022 | $39,584,000 | +5.1% | 1,779,845 | +13.0% | 21.72% | +4.7% |
| Q2 2022 | $37,667,000 | -3.3% | 1,574,701 | +17.1% | 20.75% | +2.5% |
| Q4 2021 | $38,959,000 | +7.6% | 1,344,819 | -0.1% | 20.24% | +1.6% |
| Q3 2021 | $36,203,000 | – | 1,345,832 | – | 19.92% | – |
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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% |