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 | $288,698 | -9.4% | 11,019 | -6.1% | 0.04% | -6.8% |
| Q2 2023 | $318,687 | +2.9% | 11,738 | -3.4% | 0.04% | -6.4% |
| Q1 2023 | $309,735 | +4.9% | 12,156 | 0.0% | 0.05% | -7.8% |
| Q4 2022 | $295,148 | +9.3% | 12,156 | 0.0% | 0.05% | +37.8% |
| Q3 2022 | $270,000 | -4.6% | 12,156 | 0.0% | 0.04% | -36.2% |
| Q2 2022 | $283,000 | -17.5% | 12,156 | -2.3% | 0.06% | 0.0% |
| Q1 2022 | $343,000 | -33.5% | 12,446 | -30.1% | 0.06% | -31.0% |
| Q4 2021 | $516,000 | +9.1% | 17,814 | 0.0% | 0.08% | -8.7% |
| Q3 2021 | $473,000 | -21.9% | 17,814 | -20.7% | 0.09% | -22.0% |
| Q2 2021 | $606,000 | – | 22,478 | – | 0.12% | – |
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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% |