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 | $2,028,118 | -9.3% | 77,409 | -6.0% | 1.16% | -7.0% |
Q2 2023 | $2,235,038 | +7.5% | 82,322 | +0.9% | 1.25% | +1.3% |
Q1 2023 | $2,078,332 | +7.0% | 81,567 | +2.0% | 1.23% | -0.3% |
Q4 2022 | $1,941,927 | +20.7% | 79,981 | +10.6% | 1.24% | +2.4% |
Q3 2022 | $1,609,000 | +9.0% | 72,328 | +14.1% | 1.21% | +12.0% |
Q2 2022 | $1,476,000 | -24.0% | 63,363 | -10.0% | 1.08% | -16.4% |
Q1 2022 | $1,942,000 | -6.6% | 70,411 | -2.0% | 1.29% | -9.2% |
Q4 2021 | $2,080,000 | – | 71,815 | – | 1.42% | – |
Download |
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% |