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 | $43,508,559 | -1.9% | 1,660,632 | +1.7% | 39.33% | +1.4% |
| Q2 2023 | $44,351,061 | +9.5% | 1,633,557 | +2.8% | 38.78% | +3.1% |
| Q1 2023 | $40,502,676 | +6.1% | 1,589,587 | +3.5% | 37.62% | -2.4% |
| Q4 2022 | $38,159,109 | +11.3% | 1,536,085 | -0.3% | 38.56% | -0.4% |
| Q3 2022 | $34,295,000 | -4.1% | 1,541,312 | +0.4% | 38.73% | +0.5% |
| Q2 2022 | $35,779,000 | -14.2% | 1,534,882 | +1.6% | 38.54% | +0.4% |
| Q1 2022 | $41,678,000 | -5.6% | 1,510,453 | -0.9% | 38.40% | +1.0% |
| Q4 2021 | $44,142,000 | – | 1,523,703 | – | 38.02% | – |
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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% |