UBS Group AG - DIMENSIONAL ETF TRUST ownership

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
UBS Group AG ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$91,603,715
+0.6%
3,496,325
+4.3%
0.03%
+3.2%
Q2 2023$91,035,633
+104.4%
3,353,062
+91.8%
0.03%
+93.8%
Q1 2023$44,536,492
+1.4%
1,747,900
-3.4%
0.02%0.0%
Q4 2022$43,933,956
+20.0%
1,809,471
+9.9%
0.02%0.0%
Q3 2022$36,617,000
-1.7%
1,646,441
+3.0%
0.02%
+6.7%
Q2 2022$37,250,000
-22.0%
1,598,703
-7.7%
0.02%
-6.2%
Q1 2022$47,761,000
+4.4%
1,731,726
+9.7%
0.02%
+23.1%
Q4 2021$45,742,000
+11.7%
1,578,926
+2.5%
0.01%0.0%
Q3 2021$40,947,000
-3.4%
1,541,114
-1.9%
0.01%
-7.1%
Q2 2021$42,387,0001,571,0360.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2022
NameSharesValueWeighting ↓
Rockwood Wealth Management, LLC 5,328,872$146,970,28070.41%
Steward Financial Group LLC 2,696,496$74,369,00066.27%
SJS Investment Consulting Inc. 7,188,611$198,262,00060.64%
Greenspring Advisors, LLC 6,739,977$185,888,00049.34%
WorthPointe, LLC 2,139,600$59,010,00047.40%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,779,755$51,559,00046.19%
ShankerValleau Wealth Advisors, Inc. 2,379,201$65,618,00039.33%
Shearwater Capital LLC 1,510,453$41,678,00038.40%
Forum Financial Management, LP 28,186,840$777,393,00037.51%
Austin Asset Management Co Inc 4,249,269$117,195,00037.21%
View complete list of DIMENSIONAL ETF TRUST shareholders