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 | $43,148,125 | +24.1% | 1,646,875 | +28.6% | 0.42% | +21.8% |
| Q2 2023 | $34,767,231 | +6.7% | 1,280,561 | +0.1% | 0.35% | -1.4% |
| Q1 2023 | $32,595,005 | -12.0% | 1,279,239 | -16.1% | 0.35% | +7.3% |
| Q4 2022 | $37,029,914 | -99.9% | 1,525,120 | -55.3% | 0.33% | -19.0% |
| Q3 2022 | $38,007,970,000 | +117531.7% | 3,414,524 | +146.2% | 0.41% | +22.3% |
| Q2 2022 | $32,311,000 | -13.6% | 1,386,739 | +2.2% | 0.33% | -14.9% |
| Q1 2022 | $37,408,000 | +1.3% | 1,356,361 | +6.4% | 0.39% | +4.3% |
| Q4 2021 | $36,935,000 | +2.1% | 1,274,940 | -6.3% | 0.37% | +3.3% |
| Q3 2021 | $36,170,000 | -0.4% | 1,361,297 | +1.2% | 0.36% | -12.1% |
| Q2 2021 | $36,307,000 | – | 1,345,713 | – | 0.41% | – |
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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% |