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 | $42,388,951 | +8.6% | 1,617,899 | +12.5% | 27.07% | +0.1% |
| Q2 2023 | $39,029,019 | +8.0% | 1,437,533 | +1.3% | 27.03% | +0.8% |
| Q1 2023 | $36,146,859 | +15.1% | 1,418,637 | +9.7% | 26.81% | -10.0% |
| Q4 2022 | $31,402,319 | +13.6% | 1,293,341 | +4.0% | 29.80% | -6.3% |
| Q3 2022 | $27,655,000 | -5.3% | 1,243,472 | -0.8% | 31.79% | +0.6% |
| Q2 2022 | $29,206,000 | -11.6% | 1,253,473 | +4.7% | 31.60% | -10.3% |
| Q1 2022 | $33,029,000 | +2.9% | 1,197,558 | +8.1% | 35.22% | +3.6% |
| Q4 2021 | $32,107,000 | – | 1,108,284 | – | 33.98% | – |
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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% |