DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 17 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,200,183 | -3.5% | 83,976 | 0.0% | 0.13% | -5.8% |
| Q2 2023 | $2,279,960 | +4.6% | 83,976 | -1.9% | 0.14% | -2.1% |
| Q1 2023 | $2,180,080 | +2.9% | 85,560 | -2.0% | 0.14% | -7.8% |
| Q4 2022 | $2,119,655 | +8.1% | 87,300 | -1.0% | 0.15% | -8.4% |
| Q3 2022 | $1,960,000 | -4.6% | 88,144 | 0.0% | 0.17% | -7.7% |
| Q2 2022 | $2,054,000 | -7.2% | 88,144 | +9.9% | 0.18% | -2.2% |
| Q1 2022 | $2,213,000 | -4.8% | 80,229 | 0.0% | 0.18% | -8.4% |
| Q4 2021 | $2,324,000 | +9.0% | 80,229 | 0.0% | 0.20% | -11.0% |
| Q3 2021 | $2,132,000 | -3.5% | 80,229 | -2.1% | 0.23% | -27.2% |
| Q2 2021 | $2,210,000 | – | 81,928 | – | 0.31% | – |
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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% |