DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 384 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,894,304 | -6.3% | 530,317 | -2.9% | 1.26% | -0.6% |
| Q2 2023 | $14,823,059 | +0.3% | 545,969 | -5.9% | 1.27% | -6.2% |
| Q1 2023 | $14,776,725 | +1.9% | 579,934 | -2.9% | 1.35% | -5.2% |
| Q4 2022 | $14,495,677 | +10.1% | 597,021 | +0.9% | 1.43% | +8.5% |
| Q3 2022 | $13,165,000 | +19.0% | 591,958 | +24.7% | 1.31% | +20.9% |
| Q2 2022 | $11,063,000 | -51.2% | 474,790 | -42.2% | 1.09% | -23.2% |
| Q1 2022 | $22,664,000 | +4.8% | 821,771 | +10.1% | 1.42% | +6.3% |
| Q4 2021 | $21,618,000 | +16.7% | 746,216 | +7.0% | 1.33% | +3.3% |
| Q3 2021 | $18,528,000 | – | 697,320 | – | 1.29% | – |
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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% |