DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 384 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $382,730 | -3.5% | 14,608 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $396,607 | +6.6% | 14,608 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $372,212 | +23.7% | 14,608 | +17.9% | 0.01% | +11.1% |
| Q4 2022 | $300,902 | +7.5% | 12,393 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $280,000 | -42.6% | 12,393 | -40.8% | 0.01% | -40.0% |
| Q2 2022 | $488,000 | -27.1% | 20,928 | -13.7% | 0.02% | -16.7% |
| Q1 2022 | $669,000 | -4.8% | 24,257 | 0.0% | 0.02% | -5.3% |
| Q4 2021 | $703,000 | +9.0% | 24,257 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $645,000 | -16.2% | 24,257 | -15.0% | 0.02% | -17.4% |
| Q2 2021 | $770,000 | – | 28,540 | – | 0.02% | – |
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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% |