DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 534 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,843,876 | -0.0% | 4,524,636 | -0.0% | 25.67% | -0.9% |
| Q2 2023 | $122,858,340 | +5.8% | 4,525,169 | -0.7% | 25.91% | +1.8% |
| Q1 2023 | $116,087,405 | +494.4% | 4,556,021 | +925.3% | 25.46% | +464.7% |
| Q4 2022 | $19,530,339 | -81.0% | 444,376 | -90.4% | 4.51% | -82.5% |
| Q3 2022 | $103,039,000 | -6.2% | 4,633,055 | -1.7% | 25.74% | +4.1% |
| Q2 2022 | $109,798,000 | -20.1% | 4,712,373 | -5.5% | 24.72% | -9.2% |
| Q1 2022 | $137,464,000 | -4.3% | 4,984,178 | -1.4% | 27.24% | -1.1% |
| Q4 2021 | $143,576,000 | +6.7% | 5,055,510 | -0.1% | 27.53% | +3.6% |
| Q3 2021 | $134,526,000 | -1.1% | 5,063,073 | -0.6% | 26.59% | -1.1% |
| Q2 2021 | $135,963,000 | – | 5,094,137 | – | 26.89% | – |
Download | ||||||
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% |