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 | $72,605,951 | -3.3% | 2,771,220 | +0.2% | 27.20% | -7.8% |
| Q2 2023 | $75,106,379 | +6.2% | 2,766,349 | -0.4% | 29.51% | -1.7% |
| Q1 2023 | $70,752,596 | +4.6% | 2,776,789 | -0.4% | 30.02% | +8.7% |
| Q4 2022 | $67,673,427 | +8.3% | 2,787,209 | -0.8% | 27.63% | -25.2% |
| Q3 2022 | $62,482,000 | -4.4% | 2,809,444 | +0.1% | 36.95% | +16.4% |
| Q2 2022 | $65,377,000 | -15.2% | 2,805,894 | +0.3% | 31.74% | -5.6% |
| Q1 2022 | $77,140,000 | -5.4% | 2,796,954 | -0.7% | 33.63% | -18.5% |
| Q4 2021 | $81,577,000 | – | 2,815,904 | – | 41.25% | – |
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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% |