DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 660 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $373,769 | -3.5% | 14,266 | 0.0% | 0.02% | +10.5% |
| Q2 2023 | $387,322 | -0.6% | 14,266 | -6.7% | 0.02% | -9.5% |
| Q1 2023 | $389,768 | +4.9% | 15,297 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $371,411 | +9.2% | 15,297 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $340,000 | -8.4% | 15,297 | -3.9% | 0.02% | 0.0% |
| Q2 2022 | $371,000 | -28.9% | 15,913 | -15.9% | 0.02% | -27.6% |
| Q1 2022 | $522,000 | -4.7% | 18,915 | 0.0% | 0.03% | -6.5% |
| Q4 2021 | $548,000 | +8.9% | 18,915 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $503,000 | -1.4% | 18,915 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $510,000 | – | 18,915 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RAM Investment Partners, LLC | 2,197,499 | $64,232,910 | 22.40% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 1,108,274 | $32,394,847 | 16.90% |
| Paragon Wealth Strategies, LLC | 1,448,051 | $42,326,531 | 11.65% |
| Apella Capital, LLC | 6,305,271 | $180,519,895 | 10.06% |
| Versant Capital Management, Inc | 696,585 | $20,361,176 | 6.07% |
| Pure Financial Advisors, LLC | 5,003,393 | $146,249,186 | 5.04% |
| Valued Wealth Advisors LLC | 202,724 | $5,311,380 | 4.91% |
| McLean Asset Management Corp | 262,687 | $7,528,621 | 2.82% |
| Symmetry Partners, LLC | 700,742 | $20,500 | 1.11% |
| CGN Advisors LLC | 239,910 | $7,012,556 | 0.97% |