DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 644 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,969,661 | -3.8% | 953,040 | -0.3% | 0.44% | +7.0% |
| Q2 2023 | $25,953,322 | +9.5% | 955,923 | +2.8% | 0.41% | -1.7% |
| Q1 2023 | $23,699,290 | +10.0% | 930,113 | +4.8% | 0.42% | +1.4% |
| Q4 2022 | $21,545,212 | +8.5% | 887,365 | -0.6% | 0.42% | -2.8% |
| Q3 2022 | $19,861,000 | -5.9% | 893,027 | -1.4% | 0.43% | -11.4% |
| Q2 2022 | $21,102,000 | -11.5% | 905,661 | +4.8% | 0.48% | +2.3% |
| Q1 2022 | $23,837,000 | -17.1% | 864,281 | -12.9% | 0.47% | -16.3% |
| Q4 2021 | $28,748,000 | +19.2% | 992,340 | +9.4% | 0.56% | -2.9% |
| Q3 2021 | $24,108,000 | +64.5% | 907,368 | +67.1% | 0.58% | +56.8% |
| Q2 2021 | $14,651,000 | – | 543,036 | – | 0.37% | – |
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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% |