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 | $8,072 | +0.9% | 308,127 | +4.5% | 5.23% | -0.1% |
| Q2 2023 | $8,003 | +9.3% | 294,798 | +2.5% | 5.23% | +6.3% |
| Q1 2023 | $7,325 | +10.1% | 287,505 | +4.9% | 4.92% | +4.9% |
| Q4 2022 | $6,654 | -99.9% | 274,088 | -1.8% | 4.69% | +0.8% |
| Q3 2022 | $6,209,000 | +10.7% | 279,198 | +16.0% | 4.66% | +17.2% |
| Q2 2022 | $5,607,000 | -17.2% | 240,626 | -2.0% | 3.97% | -10.1% |
| Q1 2022 | $6,775,000 | -4.2% | 245,656 | +0.6% | 4.42% | -1.3% |
| Q4 2021 | $7,072,000 | – | 244,099 | – | 4.48% | – |
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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% |