DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 544 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,625,000 | +2.3% | 391,594 | +1.4% | 0.41% | -2.1% |
| Q1 2024 | $12,337,706 | +19.7% | 386,157 | +9.5% | 0.42% | +4.5% |
| Q4 2023 | $10,304,714 | -43.9% | 352,539 | -49.7% | 0.40% | -51.0% |
| Q3 2023 | $18,352,440 | +9.3% | 700,475 | +13.3% | 0.82% | +9.9% |
| Q2 2023 | $16,786,951 | +68.0% | 618,304 | +57.7% | 0.75% | +52.6% |
| Q1 2023 | $9,991,311 | +37.3% | 392,124 | +42.2% | 0.49% | +33.2% |
| Q4 2022 | $7,275,540 | +23.3% | 275,693 | +13.8% | 0.37% | +9.2% |
| Q3 2022 | $5,901,000 | -2.5% | 242,353 | +1.8% | 0.34% | -4.0% |
| Q2 2022 | $6,054,000 | +212.2% | 238,065 | +238.6% | 0.35% | +182.3% |
| Q1 2022 | $1,939,000 | – | 70,315 | – | 0.12% | – |
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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% |