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 | $65,249,515 | +0.5% | 2,490,440 | +4.2% | 0.12% | +2.6% |
| Q2 2023 | $64,914,418 | +11.3% | 2,390,955 | +4.4% | 0.12% | +3.6% |
| Q1 2023 | $58,331,373 | +6.2% | 2,289,300 | +1.2% | 0.11% | +0.9% |
| Q4 2022 | $54,935,705 | +15.6% | 2,262,591 | +5.9% | 0.11% | +3.8% |
| Q3 2022 | $47,532,000 | -6.0% | 2,137,215 | -1.5% | 0.11% | -3.6% |
| Q2 2022 | $50,556,000 | -16.3% | 2,169,785 | -0.9% | 0.11% | -3.5% |
| Q1 2022 | $60,410,000 | -2.2% | 2,190,371 | +2.8% | 0.11% | -0.9% |
| Q4 2021 | $61,752,000 | +8.2% | 2,131,578 | -0.8% | 0.12% | -0.9% |
| Q3 2021 | $57,089,000 | +8.5% | 2,148,611 | +10.1% | 0.12% | +8.4% |
| Q2 2021 | $52,636,000 | – | 1,950,935 | – | 0.11% | – |
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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% |