DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 627 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 3.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,509,162 | -9.8% | 95,770 | -6.5% | 0.18% | -8.6% |
| Q2 2023 | $2,781,801 | -40.7% | 102,460 | -44.3% | 0.20% | -41.2% |
| Q1 2023 | $4,688,314 | -9.9% | 184,000 | -14.2% | 0.34% | -13.1% |
| Q4 2022 | $5,205,918 | -38.1% | 214,412 | -43.3% | 0.39% | -44.1% |
| Q3 2022 | $8,416,000 | -2.5% | 378,439 | +2.2% | 0.69% | -0.9% |
| Q2 2022 | $8,629,000 | -21.1% | 370,352 | -1.6% | 0.70% | +1.6% |
| Q4 2021 | $10,938,000 | +31.2% | 376,251 | +19.9% | 0.69% | +22.4% |
| Q3 2021 | $8,338,000 | +0.1% | 313,833 | +1.6% | 0.56% | +1.1% |
| Q2 2021 | $8,331,000 | – | 308,791 | – | 0.56% | – |
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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% |