DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 17 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $586,740 | -16.8% | 22,395 | -13.8% | 0.52% | -10.1% |
| Q2 2023 | $705,396 | -0.4% | 25,981 | -6.5% | 0.58% | -3.8% |
| Q1 2023 | $708,229 | +5.2% | 27,795 | +0.2% | 0.60% | +2.4% |
| Q4 2022 | $673,417 | +9.3% | 27,735 | +0.1% | 0.58% | -2.7% |
| Q3 2022 | $616,000 | -4.6% | 27,718 | +0.0% | 0.60% | +9.7% |
| Q2 2022 | $646,000 | -3.3% | 27,705 | +14.3% | 0.55% | -12.6% |
| Q1 2022 | $668,000 | -22.1% | 24,234 | -18.1% | 0.63% | -13.2% |
| Q4 2021 | $857,000 | +9.3% | 29,599 | +0.3% | 0.72% | +11.6% |
| Q3 2021 | $784,000 | -2.0% | 29,499 | -0.6% | 0.65% | -9.7% |
| Q2 2021 | $800,000 | – | 29,670 | – | 0.72% | – |
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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% |