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 | $228,147,149 | +1.3% | 8,707,906 | +4.9% | 38.28% | -1.0% |
| Q2 2023 | $225,313,148 | +15.9% | 8,298,827 | +8.8% | 38.66% | +0.7% |
| Q1 2023 | $194,430,067 | +19.0% | 7,630,693 | +13.4% | 38.39% | +0.7% |
| Q4 2022 | $163,349,458 | +25.7% | 6,727,737 | +15.2% | 38.14% | -8.2% |
| Q3 2022 | $129,907,245 | -1.4% | 5,841,153 | +3.3% | 41.52% | -32.7% |
| Q2 2022 | $131,742,376 | -10.4% | 5,654,179 | +6.1% | 61.70% | -12.4% |
| Q1 2022 | $146,970,280 | +4.0% | 5,328,872 | +9.2% | 70.41% | +12.2% |
| Q4 2021 | $141,382,338 | – | 4,880,302 | – | 62.77% | – |
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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% |