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 | $3,023,945 | +1.3% | 115,418 | +5.0% | 0.51% | +4.3% |
| Q2 2023 | $2,985,165 | +26.6% | 109,951 | +18.8% | 0.49% | +18.2% |
| Q1 2023 | $2,357,732 | +58.6% | 92,533 | +51.1% | 0.42% | +48.4% |
| Q4 2022 | $1,486,469 | +24.3% | 61,222 | +13.9% | 0.28% | +12.4% |
| Q3 2022 | $1,196,000 | +25.5% | 53,771 | +31.5% | 0.25% | +34.4% |
| Q2 2022 | $953,000 | -22.1% | 40,906 | -7.8% | 0.19% | -10.6% |
| Q1 2022 | $1,224,000 | +23.8% | 44,367 | +29.9% | 0.21% | +20.2% |
| Q4 2021 | $989,000 | +90.2% | 34,154 | +74.5% | 0.17% | +71.3% |
| Q3 2021 | $520,000 | – | 19,574 | – | 0.10% | – |
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% |