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 | $4,223,175 | +0.2% | 130,992 | -0.7% | 3.38% | -7.5% |
| Q1 2024 | $4,214,943 | +8.2% | 131,923 | -1.0% | 3.65% | -8.0% |
| Q4 2023 | $3,894,227 | -42.0% | 133,227 | -48.0% | 3.97% | -45.4% |
| Q3 2023 | $6,710,623 | +31.2% | 256,131 | +36.0% | 7.26% | +51.4% |
| Q2 2023 | $5,114,570 | +71.0% | 188,382 | +60.5% | 4.79% | +61.3% |
| Q1 2023 | $2,990,459 | +243.0% | 117,365 | +226.8% | 2.97% | +196.3% |
| Q4 2022 | $871,895 | -19.0% | 35,910 | -25.9% | 1.00% | -13.9% |
| Q3 2022 | $1,077,000 | +20.9% | 48,445 | +26.6% | 1.16% | +29.2% |
| Q2 2022 | $891,000 | – | 38,256 | – | 0.90% | – |
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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% |