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 | $290,323 | -8.6% | 11,081 | -5.3% | 0.15% | -10.9% |
| Q2 2023 | $317,683 | -13.4% | 11,701 | -18.7% | 0.16% | -17.1% |
| Q1 2023 | $366,810 | +1.6% | 14,396 | -3.2% | 0.20% | -3.9% |
| Q4 2022 | $360,946 | -10.2% | 14,866 | -17.8% | 0.21% | -11.9% |
| Q3 2022 | $402,000 | -7.8% | 18,079 | -3.4% | 0.24% | -3.7% |
| Q2 2022 | $436,000 | -22.6% | 18,709 | -8.1% | 0.24% | -9.6% |
| Q1 2022 | $563,000 | -4.6% | 20,359 | 0.0% | 0.27% | -2.5% |
| Q4 2021 | $590,000 | +9.1% | 20,359 | 0.0% | 0.28% | -1.1% |
| Q3 2021 | $541,000 | -2.3% | 20,359 | -0.8% | 0.28% | -4.1% |
| Q2 2021 | $554,000 | – | 20,519 | – | 0.29% | – |
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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% |