DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 501 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,747,731 | -3.5% | 257,547 | 0.0% | 1.03% | +4.2% |
Q2 2023 | $6,992,401 | +6.6% | 257,547 | 0.0% | 0.99% | -0.9% |
Q1 2023 | $6,562,298 | +4.9% | 257,547 | 0.0% | 1.00% | +2.2% |
Q4 2022 | $6,253,241 | +5.9% | 257,547 | -3.0% | 0.98% | -1.0% |
Q3 2022 | $5,906,000 | -4.6% | 265,560 | 0.0% | 0.98% | -2.5% |
Q2 2022 | $6,188,000 | -15.0% | 265,560 | +0.5% | 1.01% | -0.6% |
Q1 2022 | $7,284,000 | +10.6% | 264,114 | +16.2% | 1.02% | +14.9% |
Q4 2021 | $6,584,000 | – | 227,267 | – | 0.88% | – |
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% |