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 | $57,607,093 | -0.6% | 2,198,744 | +3.0% | 33.96% | -3.1% |
| Q2 2023 | $57,964,897 | +8.8% | 2,134,987 | +2.1% | 35.03% | +1.3% |
| Q1 2023 | $53,292,490 | +8.4% | 2,091,542 | +3.3% | 34.60% | +3.9% |
| Q4 2022 | $49,180,305 | +6.0% | 2,025,548 | -2.9% | 33.30% | -14.6% |
| Q3 2022 | $46,409,000 | -4.1% | 2,086,729 | +0.4% | 38.98% | -4.0% |
| Q2 2022 | $48,406,000 | -18.0% | 2,077,527 | -2.9% | 40.61% | -14.3% |
| Q1 2022 | $59,010,000 | +8.4% | 2,139,600 | +6.0% | 47.40% | -2.0% |
| Q4 2021 | $54,436,000 | – | 2,017,636 | – | 48.36% | – |
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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% |