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 | $1,983,573 | -9.2% | 78,838 | -0.2% | 0.12% | +22.2% |
| Q2 2023 | $2,183,989 | +8.1% | 78,958 | 0.0% | 0.10% | -47.6% |
| Q1 2023 | $2,019,755 | -1.7% | 78,958 | -2.9% | 0.19% | -9.1% |
| Q4 2022 | $2,054,734 | +4.3% | 81,343 | -2.4% | 0.21% | -5.0% |
| Q3 2022 | $1,970,000 | +28.8% | 83,361 | +32.9% | 0.22% | +4.3% |
| Q2 2022 | $1,529,000 | -9.8% | 62,708 | -0.9% | 0.21% | +1.4% |
| Q4 2021 | $1,696,000 | -6.5% | 63,293 | 0.0% | 0.21% | +4.0% |
| Q3 2021 | $1,813,000 | +16.7% | 63,293 | +10.0% | 0.20% | -8.7% |
| Q2 2021 | $1,554,000 | – | 57,520 | – | 0.22% | – |
Download | ||||||
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% |