DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 384 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,666,982 | +7.5% | 63,625 | +11.4% | 0.08% | +4.9% |
| Q2 2023 | $1,550,714 | -2.0% | 57,117 | -8.0% | 0.08% | -10.0% |
| Q1 2023 | $1,581,777 | +9.9% | 62,079 | +4.8% | 0.09% | 0.0% |
| Q4 2022 | $1,438,809 | +10.0% | 59,259 | +0.8% | 0.09% | -9.1% |
| Q3 2022 | $1,308,000 | +63.5% | 58,791 | +71.3% | 0.10% | +39.4% |
| Q2 2022 | $800,000 | -19.5% | 34,326 | 0.0% | 0.07% | -2.7% |
| Q4 2021 | $994,000 | +48.8% | 34,326 | +36.6% | 0.07% | +35.2% |
| Q3 2021 | $668,000 | -17.1% | 25,126 | -15.9% | 0.05% | +5.9% |
| Q2 2021 | $806,000 | – | 29,877 | – | 0.05% | – |
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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% |