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 | $1,611,196 | -2.6% | 61,496 | +0.9% | 1.76% | +0.3% |
| Q2 2023 | $1,654,678 | +25.1% | 60,946 | +11.9% | 1.75% | +13.5% |
| Q4 2022 | $1,322,862 | +22.3% | 54,484 | +12.0% | 1.54% | +10.0% |
| Q3 2022 | $1,082,000 | +0.1% | 48,659 | +4.9% | 1.40% | +5.9% |
| Q2 2022 | $1,081,000 | +36.8% | 46,403 | +70.2% | 1.32% | +57.6% |
| Q4 2021 | $790,000 | +9.0% | 27,270 | -0.0% | 0.84% | +4.2% |
| Q3 2021 | $725,000 | +8.4% | 27,277 | +9.9% | 0.81% | +0.6% |
| Q2 2021 | $669,000 | -54.5% | 24,812 | -57.0% | 0.80% | -51.3% |
| Q1 2010 | $1,470,710 | – | 57,720 | – | 1.65% | – |
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% |