DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 534 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $81,339,498 | -5.1% | 3,104,561 | -1.6% | 16.94% | -3.7% |
| Q2 2023 | $85,698,981 | +4.4% | 3,156,500 | -2.1% | 17.60% | -1.6% |
| Q1 2023 | $82,113,868 | +3.3% | 3,222,679 | -1.6% | 17.88% | -2.8% |
| Q4 2022 | $79,490,220 | +9.1% | 3,273,897 | -0.1% | 18.39% | +0.8% |
| Q3 2022 | $72,881,000 | -6.0% | 3,277,044 | -1.5% | 18.24% | -0.9% |
| Q2 2022 | $77,528,000 | -15.9% | 3,327,372 | -0.5% | 18.41% | -5.1% |
| Q1 2022 | $92,193,000 | -4.5% | 3,342,727 | +0.3% | 19.40% | +0.3% |
| Q4 2021 | $96,504,000 | +9.6% | 3,331,155 | +0.5% | 19.33% | +1.5% |
| Q3 2021 | $88,051,000 | -2.7% | 3,313,928 | -1.2% | 19.05% | -9.9% |
| Q2 2021 | $90,527,000 | – | 3,355,349 | – | 21.14% | – |
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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% |