DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 534 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $334,533 | -0.7% | 12,768 | +2.9% | 0.01% | +12.5% |
| Q2 2023 | $336,927 | +2.8% | 12,410 | -3.6% | 0.01% | -11.1% |
| Q1 2023 | $327,846 | +3.3% | 12,867 | -1.6% | 0.01% | 0.0% |
| Q4 2022 | $317,505 | +8.0% | 13,077 | -0.9% | 0.01% | 0.0% |
| Q3 2022 | $294,000 | -26.5% | 13,198 | -23.1% | 0.01% | -47.1% |
| Q2 2022 | $400,000 | +14.0% | 17,162 | +35.1% | 0.02% | +54.5% |
| Q1 2022 | $351,000 | -12.0% | 12,704 | -7.6% | 0.01% | 0.0% |
| Q4 2021 | $399,000 | -8.7% | 13,751 | -16.3% | 0.01% | -21.4% |
| Q3 2021 | $437,000 | -5.4% | 16,422 | -3.9% | 0.01% | -6.7% |
| Q2 2021 | $462,000 | – | 17,095 | – | 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% |