DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,148,125 | +24.1% | 1,646,875 | +28.6% | 0.42% | +21.8% |
| Q2 2023 | $34,767,231 | +6.7% | 1,280,561 | +0.1% | 0.35% | -1.4% |
| Q1 2023 | $32,595,005 | -12.0% | 1,279,239 | -16.1% | 0.35% | +7.3% |
| Q4 2022 | $37,029,914 | -99.9% | 1,525,120 | -55.3% | 0.33% | -19.0% |
| Q3 2022 | $38,007,970,000 | +117531.7% | 3,414,524 | +146.2% | 0.41% | +22.3% |
| Q2 2022 | $32,311,000 | -13.6% | 1,386,739 | +2.2% | 0.33% | -14.9% |
| Q1 2022 | $37,408,000 | +1.3% | 1,356,361 | +6.4% | 0.39% | +4.3% |
| Q4 2021 | $36,935,000 | +2.1% | 1,274,940 | -6.3% | 0.37% | +3.3% |
| Q3 2021 | $36,170,000 | -0.4% | 1,361,297 | +1.2% | 0.36% | -12.1% |
| Q2 2021 | $36,307,000 | – | 1,345,713 | – | 0.41% | – |
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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% |