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 | $3,911,660 | -5.8% | 149,300 | -2.4% | 0.58% | -1.0% |
| Q2 2023 | $4,151,995 | +8.7% | 152,928 | +2.0% | 0.59% | -0.2% |
| Q1 2023 | $3,818,968 | +106396.6% | 149,881 | +1.5% | 0.59% | -1.0% |
| Q4 2022 | $3,586 | -99.8% | 147,699 | +45.1% | 0.60% | +35.5% |
| Q3 2022 | $2,263,000 | +11.9% | 101,758 | +17.3% | 0.44% | +17.1% |
| Q2 2022 | $2,022,000 | -4.1% | 86,772 | +13.5% | 0.38% | -11.6% |
| Q1 2022 | $2,109,000 | -0.2% | 76,456 | +4.8% | 0.42% | -3.0% |
| Q4 2021 | $2,114,000 | +8.4% | 72,965 | -0.6% | 0.44% | +1.2% |
| Q3 2021 | $1,950,000 | -1.7% | 73,406 | -0.1% | 0.43% | -8.7% |
| Q2 2021 | $1,983,000 | – | 73,498 | – | 0.47% | – |
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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% |