DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 644 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,971,129 | +13.3% | 1,105,768 | +17.4% | 21.93% | -3.7% |
| Q2 2023 | $25,566,242 | +4.7% | 941,666 | -1.7% | 22.77% | -0.4% |
| Q1 2023 | $24,408,172 | -15.8% | 957,935 | -19.8% | 22.85% | -10.4% |
| Q4 2022 | $28,989,215 | +10.6% | 1,193,955 | +1.3% | 25.52% | -13.1% |
| Q3 2022 | $26,213,000 | -5.5% | 1,178,632 | -1.0% | 29.37% | -2.0% |
| Q2 2022 | $27,753,000 | -15.3% | 1,191,127 | +0.3% | 29.97% | -15.7% |
| Q1 2022 | $32,766,000 | -5.0% | 1,188,027 | -0.2% | 35.57% | +4.5% |
| Q4 2021 | $34,499,000 | – | 1,190,860 | – | 34.05% | – |
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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% |