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 | $3,888,525 | -3.5% | 148,417 | 0.0% | 2.26% | -0.1% |
| Q2 2023 | $4,029,522 | +6.4% | 148,417 | -0.1% | 2.26% | -1.6% |
| Q1 2023 | $3,785,589 | +4.9% | 148,571 | 0.0% | 2.29% | +3.5% |
| Q4 2022 | $3,607,304 | +8.7% | 148,571 | -0.4% | 2.22% | +0.8% |
| Q3 2022 | $3,318,000 | -4.6% | 149,209 | 0.0% | 2.20% | -1.6% |
| Q2 2022 | $3,477,000 | -34.5% | 149,209 | -22.5% | 2.23% | -28.2% |
| Q1 2022 | $5,312,000 | -4.8% | 192,599 | 0.0% | 3.11% | -7.1% |
| Q4 2021 | $5,580,000 | +9.0% | 192,599 | 0.0% | 3.35% | +47.5% |
| Q3 2021 | $5,117,000 | -1.5% | 192,599 | 0.0% | 2.27% | -3.9% |
| Q2 2021 | $5,196,000 | – | 192,599 | – | 2.36% | – |
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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% |