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 | $20,047,496 | -2.8% | 765,173 | +0.7% | 11.14% | -3.2% |
| Q2 2023 | $20,630,084 | +9.1% | 759,854 | +2.4% | 11.50% | +1.7% |
| Q1 2023 | $18,904,115 | +9.0% | 741,921 | +3.9% | 11.31% | +1.1% |
| Q4 2022 | $17,344,748 | +11.6% | 714,365 | +2.2% | 11.19% | +2.8% |
| Q3 2022 | $15,540,000 | -7.1% | 698,744 | -2.7% | 10.89% | -8.7% |
| Q2 2022 | $16,734,000 | -18.0% | 718,177 | -2.9% | 11.92% | -16.6% |
| Q1 2022 | $20,401,000 | -5.3% | 739,863 | -0.5% | 14.29% | -3.0% |
| Q4 2021 | $21,552,000 | -43.2% | 743,948 | -47.9% | 14.74% | +7.8% |
| Q3 2021 | $37,927,000 | -1.2% | 1,427,418 | -0.7% | 13.68% | -13.4% |
| Q2 2021 | $38,379,000 | – | 1,437,941 | – | 15.79% | – |
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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% |