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 | $1,666,982 | +7.5% | 63,625 | +11.4% | 0.08% | +4.9% |
| Q2 2023 | $1,550,714 | -2.0% | 57,117 | -8.0% | 0.08% | -10.0% |
| Q1 2023 | $1,581,777 | +9.9% | 62,079 | +4.8% | 0.09% | 0.0% |
| Q4 2022 | $1,438,809 | +10.0% | 59,259 | +0.8% | 0.09% | -9.1% |
| Q3 2022 | $1,308,000 | +63.5% | 58,791 | +71.3% | 0.10% | +39.4% |
| Q2 2022 | $800,000 | -19.5% | 34,326 | 0.0% | 0.07% | -2.7% |
| Q4 2021 | $994,000 | +48.8% | 34,326 | +36.6% | 0.07% | +35.2% |
| Q3 2021 | $668,000 | -17.1% | 25,126 | -15.9% | 0.05% | +5.9% |
| Q2 2021 | $806,000 | – | 29,877 | – | 0.05% | – |
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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% |