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 | $28,971,129 | +13.3% | 1,105,768 | +17.4% | 21.93% | -3.7% |
| Q2 2023 | $25,566,242 | +4.7% | 941,666 | -1.7% | 22.77% | -0.4% |
| Q1 2023 | $24,408,172 | -15.8% | 957,935 | -19.8% | 22.85% | -10.4% |
| Q4 2022 | $28,989,215 | +10.6% | 1,193,955 | +1.3% | 25.52% | -13.1% |
| Q3 2022 | $26,213,000 | -5.5% | 1,178,632 | -1.0% | 29.37% | -2.0% |
| Q2 2022 | $27,753,000 | -15.3% | 1,191,127 | +0.3% | 29.97% | -15.7% |
| Q1 2022 | $32,766,000 | -5.0% | 1,188,027 | -0.2% | 35.57% | +4.5% |
| Q4 2021 | $34,499,000 | – | 1,190,860 | – | 34.05% | – |
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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% |