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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $20,361,176 | +8.1% | 696,585 | -3.1% | 6.07% | +1.4% |
| Q3 2023 | $18,836,487 | +5.2% | 718,950 | +9.0% | 5.99% | +4.5% |
| Q2 2023 | $17,912,183 | +5.0% | 659,749 | -1.5% | 5.73% | -0.2% |
| Q1 2023 | $17,066,218 | +5.5% | 669,789 | +0.5% | 5.74% | -2.0% |
| Q4 2022 | $16,180,093 | +5.9% | 666,396 | -3.0% | 5.86% | -2.2% |
| Q3 2022 | $15,276,000 | -11.6% | 686,871 | -7.4% | 5.99% | -5.4% |
| Q2 2022 | $17,275,000 | -14.1% | 741,420 | +1.7% | 6.33% | -1.3% |
| Q1 2022 | $20,101,000 | +0.5% | 728,821 | +5.5% | 6.41% | -1.7% |
| Q4 2021 | $20,008,000 | +11.0% | 690,642 | +1.8% | 6.52% | +2.5% |
| Q3 2021 | $18,020,000 | – | 678,194 | – | 6.37% | – |
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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% |