DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 539 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,320,697 | -3.2% | 622,928 | +0.3% | 2.32% | -1.2% |
| Q2 2023 | $16,856,537 | +4.4% | 620,867 | -2.0% | 2.35% | +0.0% |
| Q1 2023 | $16,138,569 | +5.0% | 633,382 | +0.1% | 2.35% | -2.4% |
| Q4 2022 | $15,366,906 | +12.3% | 632,904 | +2.8% | 2.40% | -3.0% |
| Q3 2022 | $13,687,000 | -4.8% | 615,411 | -0.2% | 2.48% | -1.3% |
| Q2 2022 | $14,372,000 | -24.6% | 616,834 | -6.2% | 2.51% | -12.7% |
| Q4 2021 | $19,059,000 | +10.8% | 657,881 | +1.6% | 2.88% | +2.6% |
| Q3 2021 | $17,208,000 | -3.2% | 647,667 | -1.7% | 2.80% | -5.8% |
| Q2 2021 | $17,779,000 | – | 658,910 | – | 2.98% | – |
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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% |