DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $113,780,862 | +0.2% | 4,342,781 | +3.8% | 0.31% | +3.3% |
| Q2 2023 | $113,581,401 | +6.8% | 4,183,477 | +0.2% | 0.30% | +14.5% |
| Q1 2023 | $106,379,790 | +105622.2% | 4,175,031 | +0.7% | 0.26% | -1.1% |
| Q4 2022 | $100,622 | -99.8% | 4,144,235 | +75.9% | 0.26% | +72.1% |
| Q3 2022 | $52,411,000 | +6426.9% | 2,356,601 | +6741.8% | 0.15% | +7600.0% |
| Q2 2022 | $803,000 | -14.2% | 34,444 | +1.5% | 0.00% | 0.0% |
| Q1 2022 | $936,000 | +108.9% | 33,929 | +119.6% | 0.00% | +100.0% |
| Q4 2021 | $448,000 | +24.8% | 15,452 | +14.2% | 0.00% | 0.0% |
| Q3 2021 | $359,000 | -69.6% | 13,525 | -69.1% | 0.00% | -66.7% |
| Q2 2021 | $1,181,000 | – | 43,756 | – | 0.00% | – |
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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% |