DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 17 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,950 | +4.9% | 1,792,000 | +8.7% | 0.73% | +2.7% |
| Q2 2023 | $44,750 | +19.3% | 1,648,251 | +12.0% | 0.71% | +9.9% |
| Q1 2023 | $37,508 | -99.9% | 1,472,071 | +10.8% | 0.64% | +12.6% |
| Q4 2022 | $32,247,000 | -99.7% | 1,328,135 | +188.6% | 0.57% | +180.9% |
| Q3 2022 | $10,235,000,000 | +103629.6% | 460,216 | +8.7% | 0.20% | +6.8% |
| Q2 2022 | $9,867,000 | -14.3% | 423,462 | +1.4% | 0.19% | -5.4% |
| Q1 2022 | $11,520,000 | -99.9% | 417,712 | +36.3% | 0.20% | +28.7% |
| Q4 2021 | $8,875,000,000 | +113609.2% | 306,367 | +4.3% | 0.16% | 0.0% |
| Q3 2021 | $7,805,000 | +29.8% | 293,738 | +31.8% | 0.16% | +22.7% |
| Q2 2021 | $6,014,000 | – | 222,896 | – | 0.13% | – |
Download | ||||||
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% |