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 | $19,024,309 | -4.8% | 726,119 | -1.3% | 17.89% | -0.3% |
| Q2 2023 | $19,973,719 | -4.6% | 735,680 | -10.5% | 17.94% | -3.9% |
| Q1 2023 | $20,941,374 | -2.9% | 821,875 | -7.4% | 18.68% | -4.9% |
| Q4 2022 | $21,557,630 | +10.1% | 887,876 | +0.8% | 19.64% | -1.0% |
| Q3 2022 | $19,584,000 | -3.4% | 880,569 | +1.2% | 19.85% | +1.8% |
| Q2 2022 | $20,279,000 | -17.6% | 870,354 | -2.5% | 19.49% | -23.9% |
| Q1 2022 | $24,617,000 | +5.7% | 892,569 | +11.1% | 25.60% | +1.1% |
| Q4 2021 | $23,280,000 | – | 803,589 | – | 25.31% | – |
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% |