DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 17 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,751,096 | +21.7% | 372,179 | +26.1% | 0.21% | +19.2% |
| Q2 2023 | $8,013,466 | +20.7% | 295,155 | +13.3% | 0.18% | +13.5% |
| Q1 2023 | $6,640,414 | +20.3% | 260,613 | +14.6% | 0.16% | -2.5% |
| Q4 2022 | $5,521,065 | +162.9% | 227,391 | +140.9% | 0.16% | +105.1% |
| Q3 2022 | $2,100,000 | -4.2% | 94,408 | +0.4% | 0.08% | -17.0% |
| Q2 2022 | $2,191,000 | -22.9% | 94,051 | -8.7% | 0.09% | -12.1% |
| Q1 2022 | $2,840,000 | -4.8% | 102,988 | +0.0% | 0.11% | +0.9% |
| Q4 2021 | $2,982,000 | +7.3% | 102,943 | -1.6% | 0.11% | -3.6% |
| Q3 2021 | $2,778,000 | -0.1% | 104,568 | +1.4% | 0.11% | -4.3% |
| Q2 2021 | $2,781,000 | – | 103,091 | – | 0.12% | – |
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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% |