DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 660 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,396,926 | -0.4% | 282,325 | +3.2% | 7.63% | +4.9% |
| Q2 2023 | $7,426,000 | +13.9% | 273,509 | +6.9% | 7.27% | +8.4% |
| Q1 2023 | $6,522,000 | +527.7% | 255,960 | +497.9% | 6.71% | +461.3% |
| Q4 2022 | $1,039,000 | +6.3% | 42,810 | -2.5% | 1.20% | -18.8% |
| Q3 2022 | $977,000 | +2.4% | 43,929 | +7.3% | 1.47% | +3.4% |
| Q2 2022 | $954,000 | -17.4% | 40,925 | -2.3% | 1.42% | -46.1% |
| Q1 2022 | $1,155,000 | -3.6% | 41,876 | +1.3% | 2.64% | +81.1% |
| Q4 2021 | $1,198,000 | +24.8% | 41,345 | +14.5% | 1.46% | -49.0% |
| Q3 2021 | $960,000 | -87.0% | 36,119 | -86.8% | 2.86% | -3.0% |
| Q2 2021 | $7,387,000 | – | 273,790 | – | 2.95% | – |
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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% |