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 | $3,080,758 | -21.4% | 95,557 | -22.1% | 1.05% | -22.4% |
| Q1 2024 | $3,919,307 | +7.0% | 122,670 | -2.1% | 1.36% | -1.0% |
| Q4 2023 | $3,662,519 | +9.9% | 125,300 | -1.5% | 1.37% | -1.6% |
| Q3 2023 | $3,333,714 | -4.5% | 127,241 | -1.0% | 1.39% | -3.3% |
| Q2 2023 | $3,491,219 | +0.1% | 128,590 | -6.1% | 1.44% | -5.2% |
| Q1 2023 | $3,488,161 | +3.9% | 136,898 | +0.3% | 1.52% | -8.4% |
| Q4 2022 | $3,358,580 | +10.6% | 136,527 | 0.0% | 1.66% | +4.7% |
| Q3 2022 | $3,036,000 | -3.9% | 136,527 | +8.4% | 1.58% | -1.9% |
| Q2 2022 | $3,160,000 | -13.5% | 126,000 | 0.0% | 1.62% | -9.7% |
| Q1 2022 | $3,655,000 | +0.1% | 126,000 | 0.0% | 1.79% | -3.3% |
| Q4 2021 | $3,650,000 | +14.2% | 126,000 | +4.7% | 1.85% | +6.1% |
| Q3 2021 | $3,196,000 | – | 120,303 | – | 1.74% | – |
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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% |