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 | $31,172,544 | +12.9% | 1,189,792 | +17.0% | 0.27% | +15.9% |
| Q2 2023 | $27,614,640 | +10.5% | 1,017,114 | +3.7% | 0.23% | +6.4% |
| Q1 2023 | $24,995,324 | +69.4% | 980,978 | +61.5% | 0.22% | +59.1% |
| Q4 2022 | $14,752,560 | +17.3% | 607,601 | +7.5% | 0.14% | -45.4% |
| Q3 2022 | $12,572,000 | -3.1% | 565,269 | +1.5% | 0.25% | +21.8% |
| Q2 2022 | $12,972,000 | -14.8% | 556,743 | +0.8% | 0.21% | -5.9% |
| Q1 2022 | $15,229,000 | -4.5% | 552,174 | +0.3% | 0.22% | -3.9% |
| Q4 2021 | $15,946,000 | +11.1% | 550,417 | +1.9% | 0.23% | 0.0% |
| Q3 2021 | $14,355,000 | -1.6% | 540,278 | -0.1% | 0.23% | -2.6% |
| Q2 2021 | $14,589,000 | – | 540,751 | – | 0.23% | – |
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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% |