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 | $5,229,067 | -3.8% | 199,583 | -0.3% | 0.84% | -23.0% |
| Q2 2023 | $5,437,282 | +6.4% | 200,268 | -0.1% | 1.09% | -2.2% |
| Q1 2023 | $5,108,468 | +7.2% | 200,489 | +2.1% | 1.12% | -3.3% |
| Q4 2022 | $4,765,808 | +24.5% | 196,285 | +14.1% | 1.15% | +8.9% |
| Q3 2022 | $3,827,000 | +1.4% | 172,061 | +6.3% | 1.06% | +35.4% |
| Q2 2022 | $3,773,000 | +17.7% | 161,936 | +39.3% | 0.78% | +0.4% |
| Q1 2022 | $3,206,000 | +18.9% | 116,242 | +24.9% | 0.78% | +31.1% |
| Q4 2021 | $2,697,000 | +9.0% | 93,096 | -0.0% | 0.59% | -12.8% |
| Q3 2021 | $2,475,000 | -1.5% | 93,132 | +0.0% | 0.68% | -14.8% |
| Q2 2021 | $2,512,000 | – | 93,119 | – | 0.80% | – |
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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% |