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 | $12,577,823 | +7.9% | 480,070 | +11.8% | 9.64% | +10.9% |
| Q2 2023 | $11,653,922 | +11.9% | 429,242 | +5.6% | 8.69% | +6.8% |
| Q1 2023 | $10,418,490 | +20.4% | 406,496 | +14.0% | 8.14% | +11.3% |
| Q4 2022 | $8,655,488 | +37.9% | 356,486 | +26.3% | 7.31% | +25.3% |
| Q3 2022 | $6,276,000 | +6.8% | 282,194 | +21.8% | 5.84% | +22.4% |
| Q2 2022 | $5,875,000 | +50.0% | 231,760 | +63.2% | 4.77% | +60.8% |
| Q1 2022 | $3,917,000 | +77.6% | 142,013 | +86.5% | 2.96% | +79.7% |
| Q4 2021 | $2,206,000 | +7.6% | 76,145 | +0.2% | 1.65% | -3.8% |
| Q2 2021 | $2,050,000 | – | 75,999 | – | 1.72% | – |
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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% |