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 | $1,086,093 | -3.1% | 41,454 | +0.4% | 0.77% | +2.1% |
| Q2 2023 | $1,121,348 | +6.9% | 41,302 | +0.3% | 0.75% | +9.9% |
| Q1 2023 | $1,048,726 | +5.2% | 41,159 | +0.2% | 0.68% | -9.7% |
| Q4 2022 | $996,936 | +9.7% | 41,060 | +0.5% | 0.76% | +16.9% |
| Q3 2022 | $909,000 | -4.7% | 40,851 | -0.2% | 0.65% | +2.7% |
| Q2 2022 | $954,000 | -15.2% | 40,944 | +0.4% | 0.63% | +2.4% |
| Q1 2022 | $1,125,000 | -4.6% | 40,792 | +0.2% | 0.62% | -9.8% |
| Q4 2021 | $1,179,000 | +9.5% | 40,701 | +0.4% | 0.68% | +4.0% |
| Q3 2021 | $1,077,000 | -1.3% | 40,536 | +0.3% | 0.66% | +4.4% |
| Q2 2021 | $1,091,000 | – | 40,423 | – | 0.63% | – |
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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% |