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 | $11,457,178 | -1.3% | 437,297 | +2.3% | 6.82% | +3.4% |
| Q2 2023 | $11,607,249 | +12.0% | 427,523 | +5.1% | 6.59% | +6.5% |
| Q1 2023 | $10,361,234 | +127.6% | 406,642 | +116.8% | 6.19% | +92.2% |
| Q4 2022 | $4,553,179 | +38.9% | 187,528 | +27.3% | 3.22% | +13.5% |
| Q3 2022 | $3,277,000 | +54.0% | 147,336 | +61.3% | 2.84% | +56.3% |
| Q2 2022 | $2,128,000 | +107.8% | 91,339 | +146.0% | 1.81% | +118.6% |
| Q1 2022 | $1,024,000 | – | 37,124 | – | 0.83% | – |
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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% |