DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 539 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,666,484 | +18.4% | 1,284,980 | +22.7% | 1.71% | +19.1% |
| Q2 2023 | $28,432,408 | +21.3% | 1,047,234 | +13.9% | 1.43% | +7.7% |
| Q1 2023 | $23,431,599 | +21.6% | 919,607 | +15.8% | 1.33% | +15.6% |
| Q4 2022 | $19,276,196 | +28.4% | 793,913 | +17.6% | 1.15% | +30.8% |
| Q3 2022 | $15,008,000 | +4.7% | 674,835 | +9.7% | 0.88% | +6.0% |
| Q2 2022 | $14,336,000 | -9.2% | 615,259 | +7.5% | 0.83% | +12.9% |
| Q1 2022 | $15,785,000 | +60.5% | 572,348 | +68.7% | 0.74% | +58.4% |
| Q4 2021 | $9,832,000 | +42.2% | 339,368 | +30.4% | 0.46% | +30.0% |
| Q3 2021 | $6,914,000 | +0.5% | 260,216 | +2.0% | 0.36% | +0.8% |
| Q2 2021 | $6,882,000 | – | 255,061 | – | 0.35% | – |
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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% |