DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 454 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,325 | +64.4% | 126,914 | +70.4% | 0.02% | +66.7% |
| Q2 2023 | $2,022 | +9.7% | 74,466 | +2.9% | 0.01% | 0.0% |
| Q1 2023 | $1,844 | +7.3% | 72,384 | +2.2% | 0.01% | -7.7% |
| Q4 2022 | $1,719 | -99.9% | 70,808 | -3.1% | 0.01% | 0.0% |
| Q3 2022 | $1,625,000 | -5.4% | 73,086 | -0.8% | 0.01% | 0.0% |
| Q2 2022 | $1,717,000 | -25.4% | 73,679 | -7.2% | 0.01% | -18.8% |
| Q4 2021 | $2,301,000 | +5.9% | 79,422 | -1.3% | 0.02% | -5.9% |
| Q2 2021 | $2,172,000 | 0.0% | 80,507 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $2,172,000 | 0.0% | 80,507 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $2,172,000 | 0.0% | 80,507 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $2,172,000 | 0.0% | 80,507 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $2,172,000 | 0.0% | 80,507 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $2,172,000 | 0.0% | 80,507 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $2,172,000 | 0.0% | 80,507 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $2,172,000 | 0.0% | 80,507 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $2,172,000 | 0.0% | 80,507 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $2,172,000 | – | 80,507 | – | 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% |