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 | $21,682,837 | +2.3% | 827,589 | +6.1% | 5.66% | +21.2% |
| Q2 2023 | $21,185,833 | +5.5% | 780,325 | -1.0% | 4.67% | -13.0% |
| Q1 2023 | $20,075,490 | +9.5% | 787,892 | +4.3% | 5.37% | -2.0% |
| Q4 2022 | $18,337,412 | +13.1% | 755,248 | +3.6% | 5.48% | -0.0% |
| Q3 2022 | $16,210,000 | -1.1% | 728,866 | +3.6% | 5.48% | -25.6% |
| Q2 2022 | $16,385,000 | -13.9% | 703,234 | +1.9% | 7.37% | +4.8% |
| Q1 2022 | $19,040,000 | -2.8% | 690,357 | +2.1% | 7.03% | -3.4% |
| Q4 2021 | $19,586,000 | – | 676,095 | – | 7.28% | – |
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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% |