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 | $20,670,332 | -3.8% | 788,944 | -0.3% | 0.81% | -6.4% |
| Q2 2023 | $21,492,567 | +3.8% | 791,623 | -2.6% | 0.86% | -3.7% |
| Q1 2023 | $20,715,128 | +2.7% | 812,996 | -2.2% | 0.90% | -5.5% |
| Q4 2022 | $20,179,248 | +5.7% | 831,106 | -3.2% | 0.95% | -5.0% |
| Q3 2022 | $19,087,000 | -6.2% | 858,208 | -1.7% | 1.00% | -6.3% |
| Q2 2022 | $20,339,000 | -19.4% | 872,928 | -4.5% | 1.07% | -15.2% |
| Q1 2022 | $25,223,000 | -4.6% | 914,521 | +0.2% | 1.26% | -4.7% |
| Q4 2021 | $26,437,000 | +10.1% | 912,554 | +1.0% | 1.32% | -3.4% |
| Q3 2021 | $24,005,000 | -4.0% | 903,462 | -2.5% | 1.37% | -9.7% |
| Q2 2021 | $25,004,000 | – | 926,743 | – | 1.51% | – |
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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% |