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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $7,012,556 | +9.6% | 239,910 | -1.8% | 0.97% | +12.8% |
| Q3 2023 | $6,400,024 | -0.8% | 244,276 | +2.8% | 0.86% | -7.0% |
| Q2 2023 | $6,452,648 | +35.1% | 237,667 | +26.8% | 0.93% | +23.0% |
| Q1 2023 | $4,777,634 | -7.7% | 187,505 | -12.1% | 0.75% | -17.3% |
| Q4 2022 | $5,178,290 | +25.0% | 213,274 | +14.5% | 0.91% | -12.3% |
| Q3 2022 | $4,143,000 | -5.6% | 186,275 | -1.1% | 1.04% | -16.0% |
| Q2 2022 | $4,387,000 | -35.6% | 188,266 | -23.8% | 1.24% | -27.1% |
| Q1 2022 | $6,815,000 | +94.8% | 247,085 | +104.6% | 1.70% | +86.4% |
| Q4 2021 | $3,499,000 | +6.2% | 120,768 | -2.6% | 0.91% | -15.3% |
| Q3 2021 | $3,294,000 | -1.8% | 123,988 | -0.2% | 1.08% | +1.6% |
| Q2 2021 | $3,353,000 | – | 124,284 | – | 1.06% | – |
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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% |