DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 539 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $83,551,813 | +0.3% | 3,188,996 | +3.9% | 0.22% | +0.4% |
| Q2 2023 | $83,342,929 | +108453.4% | 3,069,745 | +1.9% | 0.22% | 0.0% |
| Q1 2023 | $76,776 | +13.0% | 3,013,207 | +7.7% | 0.22% | +2.3% |
| Q4 2022 | $67,951 | -99.8% | 2,798,646 | +44.0% | 0.22% | +26.0% |
| Q3 2022 | $43,214,000 | +3.5% | 1,943,101 | +8.4% | 0.17% | +1.2% |
| Q2 2022 | $41,758,000 | -23.3% | 1,792,203 | -9.2% | 0.17% | -16.6% |
| Q1 2022 | $54,454,000 | +104.6% | 1,974,404 | +114.9% | 0.20% | +81.4% |
| Q4 2021 | $26,618,000 | +12.5% | 918,801 | +3.2% | 0.11% | -8.1% |
| Q3 2021 | $23,654,000 | +82.2% | 890,246 | +85.0% | 0.12% | +51.9% |
| Q2 2021 | $12,981,000 | – | 481,130 | – | 0.08% | – |
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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% |