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 | $138,067,055 | -4.4% | 5,269,735 | -0.9% | 10.89% | +0.4% |
| Q2 2023 | $144,403,865 | +7.5% | 5,318,743 | +0.9% | 10.85% | +2.2% |
| Q1 2023 | $134,314,843 | +6.5% | 5,271,383 | +1.5% | 10.62% | -0.5% |
| Q4 2022 | $126,142,050 | +11.1% | 5,195,307 | +1.8% | 10.67% | +1.9% |
| Q3 2022 | $113,538,000 | +16.4% | 5,105,143 | +22.0% | 10.47% | +26.2% |
| Q2 2022 | $97,518,000 | -25.2% | 4,185,320 | -11.5% | 8.30% | -12.3% |
| Q1 2022 | $130,370,000 | -2.2% | 4,726,976 | +2.7% | 9.46% | -1.8% |
| Q4 2021 | $133,285,000 | +14.3% | 4,600,804 | +4.8% | 9.64% | +5.6% |
| Q3 2021 | $116,597,000 | +6.2% | 4,388,301 | +7.8% | 9.13% | +5.3% |
| Q2 2021 | $109,817,000 | – | 4,070,293 | – | 8.67% | – |
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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% |