DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 501 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $83,251,902 | -2.2% | 3,179,494 | +1.4% | 0.33% | -0.3% |
| Q2 2023 | $85,089,654 | +11.3% | 3,134,057 | +4.5% | 0.33% | +5.7% |
| Q1 2023 | $76,451,766 | +9.1% | 3,000,462 | +3.9% | 0.32% | +3.9% |
| Q4 2022 | $70,083,472 | +14.3% | 2,886,469 | +4.7% | 0.30% | +5.9% |
| Q3 2022 | $61,308,000 | +15.6% | 2,756,645 | +21.1% | 0.29% | +20.6% |
| Q2 2022 | $53,039,000 | -21.2% | 2,276,373 | -6.7% | 0.24% | -15.6% |
| Q1 2022 | $67,283,000 | +22.4% | 2,439,557 | +28.5% | 0.28% | +24.8% |
| Q4 2021 | $54,980,000 | -1.7% | 1,897,841 | -9.9% | 0.23% | -10.0% |
| Q3 2021 | $55,936,000 | +3.9% | 2,105,223 | +5.6% | 0.25% | +0.4% |
| Q2 2021 | $53,815,000 | – | 1,994,131 | – | 0.25% | – |
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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% |