DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 501 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $119,445,296 | -5.9% | 4,558,981 | -2.5% | 24.74% | -3.1% |
| Q2 2023 | $126,948,203 | +9.0% | 4,675,809 | +2.3% | 25.53% | -3.0% |
| Q1 2023 | $116,488,727 | +5.7% | 4,571,771 | +0.7% | 26.32% | -0.1% |
| Q4 2022 | $110,207,925 | +13.0% | 4,539,040 | +3.5% | 26.33% | -0.8% |
| Q3 2022 | $97,514,000 | -2.7% | 4,384,642 | +1.9% | 26.54% | -6.6% |
| Q2 2022 | $100,226,000 | -16.2% | 4,301,533 | -0.8% | 28.42% | -7.5% |
| Q1 2022 | $119,538,000 | -3.3% | 4,334,238 | +1.5% | 30.71% | -13.3% |
| Q4 2021 | $123,675,000 | – | 4,269,072 | – | 35.42% | – |
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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% |