DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 627 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,229,067 | -3.8% | 199,583 | -0.3% | 0.84% | -23.0% |
| Q2 2023 | $5,437,282 | +6.4% | 200,268 | -0.1% | 1.09% | -2.2% |
| Q1 2023 | $5,108,468 | +7.2% | 200,489 | +2.1% | 1.12% | -3.3% |
| Q4 2022 | $4,765,808 | +24.5% | 196,285 | +14.1% | 1.15% | +8.9% |
| Q3 2022 | $3,827,000 | +1.4% | 172,061 | +6.3% | 1.06% | +35.4% |
| Q2 2022 | $3,773,000 | +17.7% | 161,936 | +39.3% | 0.78% | +0.4% |
| Q1 2022 | $3,206,000 | +18.9% | 116,242 | +24.9% | 0.78% | +31.1% |
| Q4 2021 | $2,697,000 | +9.0% | 93,096 | -0.0% | 0.59% | -12.8% |
| Q3 2021 | $2,475,000 | -1.5% | 93,132 | +0.0% | 0.68% | -14.8% |
| Q2 2021 | $2,512,000 | – | 93,119 | – | 0.80% | – |
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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% |