DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 539 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,573,986 | -14.2% | 141,873 | -22.3% | 0.55% | +60.4% |
| Q4 2023 | $5,333,227 | +14.9% | 182,641 | +3.3% | 0.34% | +20.1% |
| Q3 2023 | $4,639,696 | -3.9% | 176,873 | -0.6% | 0.28% | -30.2% |
| Q2 2023 | $4,829,985 | +10.3% | 177,900 | +3.5% | 0.41% | +6.5% |
| Q1 2023 | $4,378,865 | +4.8% | 171,855 | -0.2% | 0.38% | -6.6% |
| Q4 2022 | $4,179,923 | +9.2% | 172,155 | 0.0% | 0.41% | -0.7% |
| Q3 2022 | $3,829,000 | -5.0% | 172,155 | -0.5% | 0.41% | +24.8% |
| Q2 2022 | $4,030,000 | – | 172,954 | – | 0.33% | – |
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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% |