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 | $224,723 | -20.9% | 8,680 | -17.0% | 0.08% | -18.4% |
| Q2 2023 | $284,011 | +12.2% | 10,461 | +5.3% | 0.10% | +10.1% |
| Q1 2023 | $253,050 | -17.2% | 9,931 | -18.7% | 0.09% | -22.6% |
| Q4 2022 | $305,790 | +11.6% | 12,212 | -0.7% | 0.12% | -1.7% |
| Q3 2022 | $274,000 | +35.0% | 12,298 | +41.2% | 0.12% | +42.7% |
| Q2 2022 | $203,000 | -21.3% | 8,710 | -7.6% | 0.08% | -9.9% |
| Q1 2022 | $258,000 | -5.8% | 9,423 | -0.4% | 0.09% | -9.9% |
| Q4 2021 | $274,000 | +7.9% | 9,461 | -1.1% | 0.10% | -12.9% |
| Q3 2021 | $254,000 | -1.6% | 9,571 | 0.0% | 0.12% | -7.9% |
| Q2 2021 | $258,000 | – | 9,571 | – | 0.13% | – |
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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% |