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 | $110,559,638 | -5.7% | 4,219,834 | -2.3% | 32.26% | -3.2% |
| Q2 2023 | $117,233,095 | +7.1% | 4,317,978 | +0.5% | 33.34% | -4.9% |
| Q1 2023 | $109,499,490 | +13.9% | 4,297,468 | -0.6% | 35.06% | +1.3% |
| Q4 2022 | $96,114,817 | -0.0% | 4,321,709 | 0.0% | 34.61% | +0.1% |
| Q3 2022 | $96,115,000 | -3.6% | 4,321,709 | +1.0% | 34.56% | -2.9% |
| Q2 2022 | $99,737,000 | -14.9% | 4,280,538 | +0.7% | 35.58% | -4.4% |
| Q1 2022 | $117,195,000 | -5.8% | 4,249,269 | -1.1% | 37.21% | -4.2% |
| Q4 2021 | $124,438,000 | – | 4,295,399 | – | 38.84% | – |
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% |