DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 534 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 | $38,676,748 | +2.9% | 1,476,212 | +6.6% | 12.86% | +3.5% |
| Q2 2023 | $37,584,689 | +17.3% | 1,384,335 | +10.1% | 12.42% | +6.4% |
| Q1 2023 | $32,031,294 | +26.6% | 1,257,115 | +20.6% | 11.68% | +11.3% |
| Q4 2022 | $25,305,473 | +35.8% | 1,042,235 | +24.4% | 10.48% | +12.5% |
| Q3 2022 | $18,631,000 | -3.7% | 837,703 | +0.8% | 9.32% | +3.2% |
| Q2 2022 | $19,356,000 | -2.9% | 830,730 | +14.9% | 9.02% | -4.8% |
| Q1 2022 | $19,939,000 | +24.3% | 722,955 | +30.6% | 9.48% | +7.1% |
| Q4 2021 | $16,039,000 | – | 553,652 | – | 8.85% | – |
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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% |