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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $18,816 | +5.7% | 738,468 | +0.7% | 7.72% | -2.6% |
| Q4 2022 | $17,798 | -99.9% | 733,017 | +6.7% | 7.92% | +8.9% |
| Q3 2022 | $15,277,000 | -2.1% | 686,905 | +2.6% | 7.27% | +1.7% |
| Q2 2022 | $15,600,000 | -17.5% | 669,532 | -2.4% | 7.15% | -7.6% |
| Q1 2022 | $18,918,000 | -2.1% | 685,934 | +2.9% | 7.73% | +2.8% |
| Q4 2021 | $19,320,000 | +9.8% | 666,893 | +0.7% | 7.53% | +2.7% |
| Q3 2021 | $17,598,000 | -1.7% | 662,311 | -0.2% | 7.33% | -5.5% |
| Q2 2021 | $17,907,000 | – | 663,726 | – | 7.76% | – |
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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% |