DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 644 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379,690 | -25.6% | 14,492 | -22.9% | 0.38% | -23.3% |
| Q2 2023 | $510,311 | +6.6% | 18,796 | 0.0% | 0.49% | -5.0% |
| Q1 2023 | $478,922 | -4.7% | 18,796 | -9.2% | 0.52% | -19.5% |
| Q4 2022 | $502,450 | +7.8% | 20,694 | -1.3% | 0.64% | +0.9% |
| Q3 2022 | $466,000 | -4.5% | 20,958 | 0.0% | 0.64% | -0.3% |
| Q2 2022 | $488,000 | -28.3% | 20,958 | -10.9% | 0.64% | -2.2% |
| Q4 2021 | $681,000 | – | 23,514 | – | 0.65% | – |
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% |