DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 627 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,349,103 | -4.3% | 1,196,531 | -0.8% | 11.30% | -3.5% |
| Q2 2023 | $32,747,175 | +4.8% | 1,206,157 | -1.7% | 11.71% | +0.8% |
| Q1 2023 | $31,253,409 | +5.1% | 1,226,586 | +0.2% | 11.62% | -3.4% |
| Q4 2022 | $29,735,605 | +3.3% | 1,224,695 | -5.4% | 12.03% | -4.1% |
| Q3 2022 | $28,784,000 | +24.6% | 1,294,236 | +30.6% | 12.55% | +26.7% |
| Q2 2022 | $23,099,000 | -14.0% | 991,361 | +6.9% | 9.90% | -12.8% |
| Q4 2021 | $26,856,000 | +40.4% | 927,018 | +28.7% | 11.35% | +24.5% |
| Q3 2021 | $19,131,000 | +12.5% | 720,022 | +14.2% | 9.12% | -1.5% |
| Q2 2021 | $17,004,000 | – | 630,246 | – | 9.26% | – |
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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% |