DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 454 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,611,196 | -2.6% | 61,496 | +0.9% | 1.76% | +0.3% |
| Q2 2023 | $1,654,678 | +25.1% | 60,946 | +11.9% | 1.75% | +13.5% |
| Q4 2022 | $1,322,862 | +22.3% | 54,484 | +12.0% | 1.54% | +10.0% |
| Q3 2022 | $1,082,000 | +0.1% | 48,659 | +4.9% | 1.40% | +5.9% |
| Q2 2022 | $1,081,000 | +36.8% | 46,403 | +70.2% | 1.32% | +57.6% |
| Q4 2021 | $790,000 | +9.0% | 27,270 | -0.0% | 0.84% | +4.2% |
| Q3 2021 | $725,000 | +8.4% | 27,277 | +9.9% | 0.81% | +0.6% |
| Q2 2021 | $669,000 | -54.5% | 24,812 | -57.0% | 0.80% | -51.3% |
| Q1 2010 | $1,470,710 | – | 57,720 | – | 1.65% | – |
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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% |