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 | $1,498,614 | -3.5% | 57,199 | 0.0% | 0.62% | +0.8% |
| Q2 2023 | $1,552,953 | -13.5% | 57,199 | -18.8% | 0.62% | -21.1% |
| Q1 2023 | $1,795,066 | +5.0% | 70,450 | +0.0% | 0.79% | -7.6% |
| Q4 2022 | $1,710,259 | +8.4% | 70,439 | -0.7% | 0.85% | -7.1% |
| Q3 2022 | $1,578,000 | -10.0% | 70,964 | -5.7% | 0.92% | -10.5% |
| Q2 2022 | $1,754,000 | -20.3% | 75,282 | -5.7% | 1.02% | -12.6% |
| Q1 2022 | $2,201,000 | -3.8% | 79,815 | +1.1% | 1.17% | -2.1% |
| Q4 2021 | $2,288,000 | – | 78,979 | – | 1.20% | – |
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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% |