DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 627 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,880,875 | -4.9% | 148,125 | -1.5% | 0.09% | -2.2% |
| Q2 2023 | $4,082,111 | +8.7% | 150,354 | +2.0% | 0.09% | 0.0% |
| Q1 2023 | $3,754,554 | +7.5% | 147,353 | +9.5% | 0.09% | -6.2% |
| Q4 2022 | $3,492,022 | +16.2% | 134,515 | -0.5% | 0.10% | -15.8% |
| Q3 2022 | $3,006,000 | -12.1% | 135,162 | -7.9% | 0.11% | -2.6% |
| Q2 2022 | $3,421,000 | -15.9% | 146,824 | -0.4% | 0.12% | -26.9% |
| Q1 2022 | $4,067,000 | -5.7% | 147,462 | -0.9% | 0.16% | -8.6% |
| Q4 2021 | $4,312,000 | +9.0% | 148,844 | -0.0% | 0.18% | -3.8% |
| Q3 2021 | $3,955,000 | -2.4% | 148,852 | -0.9% | 0.18% | -2.7% |
| Q2 2021 | $4,051,000 | – | 150,148 | – | 0.19% | – |
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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% |