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 | $23,991,466 | -4.0% | 915,705 | -0.6% | 1.90% | -3.6% |
| Q2 2023 | $25,002,078 | +6.2% | 920,887 | -0.3% | 1.97% | -4.6% |
| Q1 2023 | $23,538,538 | +4.1% | 923,804 | -0.8% | 2.06% | -8.0% |
| Q4 2022 | $22,605,419 | +6.0% | 931,030 | -2.9% | 2.24% | -22.7% |
| Q3 2022 | $21,323,000 | -13.3% | 958,785 | -9.2% | 2.90% | -24.4% |
| Q2 2022 | $24,607,000 | -18.0% | 1,056,099 | -2.9% | 3.83% | -6.9% |
| Q1 2022 | $29,997,000 | -6.4% | 1,087,632 | -1.7% | 4.11% | -39.8% |
| Q4 2021 | $32,061,000 | +4.4% | 1,106,706 | -4.2% | 6.83% | +51.8% |
| Q3 2021 | $30,704,000 | -6.7% | 1,155,578 | -5.3% | 4.50% | -7.6% |
| Q2 2021 | $32,925,000 | – | 1,220,357 | – | 4.87% | – |
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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% |