DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 539 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $76,680 | -1.3% | 2,926,718 | +2.3% | 24.38% | -1.8% |
Q2 2023 | $77,671 | +10.0% | 2,860,837 | +3.2% | 24.82% | +5.5% |
Q1 2023 | $70,614 | +7.7% | 2,771,383 | +2.6% | 23.53% | -28.2% |
Q4 2022 | $65,577 | -99.9% | 2,700,897 | +0.5% | 32.78% | -25.8% |
Q3 2022 | $59,778,000 | -2.8% | 2,687,872 | +1.8% | 44.19% | -13.6% |
Q2 2022 | $61,517,000 | -17.3% | 2,641,133 | -2.1% | 51.14% | -22.8% |
Q1 2022 | $74,369,000 | -0.7% | 2,696,496 | +4.3% | 66.27% | -4.2% |
Q4 2021 | $74,927,000 | – | 2,586,370 | – | 69.15% | – |
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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% |