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 | $9,799 | -5.0% | 374,041 | -1.6% | 2.80% | +3.6% |
| Q2 2023 | $10,316 | +3.1% | 379,995 | -7.8% | 2.70% | -1.0% |
| Q1 2023 | $10,005 | +8.4% | 412,102 | -0.7% | 2.73% | -5.0% |
| Q4 2022 | $9,232 | -99.9% | 415,147 | 0.0% | 2.87% | +0.1% |
| Q3 2022 | $9,233,000 | -3.8% | 415,147 | +0.7% | 2.87% | -3.6% |
| Q2 2022 | $9,602,000 | -16.5% | 412,104 | -1.2% | 2.98% | -10.0% |
| Q1 2022 | $11,504,000 | -9.2% | 417,122 | -4.6% | 3.31% | -7.6% |
| Q4 2021 | $12,664,000 | +7.3% | 437,146 | -1.5% | 3.58% | +0.1% |
| Q3 2021 | $11,797,000 | -4.3% | 444,011 | -2.8% | 3.58% | -4.7% |
| Q2 2021 | $12,327,000 | – | 456,877 | – | 3.76% | – |
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% |