DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 539 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,011,531 | -4.5% | 1,069,142 | -1.0% | 12.10% | -3.6% |
| Q2 2023 | $29,325,997 | +13.7% | 1,080,147 | +6.7% | 12.56% | -1.2% |
| Q1 2023 | $25,786,024 | +5.0% | 1,012,010 | +0.0% | 12.71% | -7.3% |
| Q4 2022 | $24,561,843 | +7.3% | 1,011,608 | -1.7% | 13.71% | -9.1% |
| Q3 2022 | $22,889,000 | -4.2% | 1,029,159 | +0.4% | 15.08% | -6.1% |
| Q2 2022 | $23,893,000 | -20.6% | 1,025,467 | -1.3% | 16.06% | -15.1% |
| Q4 2021 | $30,110,000 | – | 1,039,349 | – | 18.91% | – |
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% |