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 | $3,250,136 | +120.9% | 124,051 | +128.9% | 0.04% | +118.8% |
Q2 2023 | $1,471,340 | +6.2% | 54,193 | -0.3% | 0.02% | 0.0% |
Q1 2023 | $1,385,016 | +30.3% | 54,357 | +24.2% | 0.02% | +23.1% |
Q4 2022 | $1,062,638 | -14.7% | 43,766 | -21.9% | 0.01% | -18.8% |
Q3 2022 | $1,246,000 | +2.7% | 56,039 | +7.7% | 0.02% | +6.7% |
Q2 2022 | $1,213,000 | -16.0% | 52,055 | -0.6% | 0.02% | -6.2% |
Q1 2022 | $1,444,000 | -2.2% | 52,352 | +2.8% | 0.02% | 0.0% |
Q4 2021 | $1,476,000 | +21.5% | 50,937 | +11.4% | 0.02% | +14.3% |
Q3 2021 | $1,215,000 | -2.6% | 45,724 | -1.0% | 0.01% | -6.7% |
Q2 2021 | $1,247,000 | – | 46,207 | – | 0.02% | – |
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% |