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 | $4,070,655 | +0.9% | 126,261 | 0.0% | 3.98% | +2.3% |
| Q1 2024 | $4,034,039 | +9.3% | 126,261 | 0.0% | 3.89% | +10.1% |
| Q4 2023 | $3,690,609 | +6.0% | 126,261 | -7.6% | 3.53% | -12.0% |
| Q1 2023 | $3,483,294 | +7.8% | 136,707 | -5.9% | 4.01% | -1.4% |
| Q3 2022 | $3,230,000 | -18.7% | 145,251 | -9.7% | 4.07% | -15.4% |
| Q1 2022 | $3,973,000 | -9.1% | 160,901 | +6.7% | 4.81% | +1.6% |
| Q4 2021 | $4,371,000 | – | 150,863 | – | 4.74% | – |
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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% |