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 | $41,010,682 | -2.6% | 1,565,293 | +0.9% | 5.23% | -2.7% |
| Q2 2023 | $42,110,803 | +10.0% | 1,551,042 | +3.3% | 5.38% | +8.3% |
| Q1 2023 | $38,270,396 | +9.4% | 1,501,978 | +4.3% | 4.97% | +2.6% |
| Q4 2022 | $34,967,156 | +10.2% | 1,440,163 | +0.9% | 4.84% | -5.7% |
| Q3 2022 | $31,739,000 | -7.0% | 1,427,117 | -2.5% | 5.14% | -1.6% |
| Q2 2022 | $34,122,000 | -22.5% | 1,464,444 | -8.2% | 5.22% | -20.8% |
| Q1 2022 | $44,004,000 | -2.0% | 1,595,526 | +2.9% | 6.59% | -0.7% |
| Q4 2021 | $44,900,000 | +9.6% | 1,549,889 | +0.5% | 6.64% | +6.2% |
| Q3 2021 | $40,972,000 | +3.0% | 1,542,056 | +4.6% | 6.25% | -7.0% |
| Q2 2021 | $39,781,000 | – | 1,474,479 | – | 6.72% | – |
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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% |