DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 85 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55,122,000 | +0.2% | 2,111,174 | +4.9% | 0.02% | +7.1% |
| Q2 2023 | $54,987,000 | -7.1% | 2,012,748 | -8.4% | 0.01% | -17.6% |
| Q1 2023 | $59,191,000 | +25.0% | 2,196,300 | +16.2% | 0.02% | +21.4% |
| Q4 2022 | $47,344,000 | +1142.6% | 1,890,766 | +970.6% | 0.01% | +1300.0% |
| Q3 2022 | $3,810,000 | +35.4% | 176,602 | +51.6% | 0.00% | 0.0% |
| Q2 2022 | $2,813,000 | -22.5% | 116,502 | -9.7% | 0.00% | 0.0% |
| Q1 2022 | $3,629,000 | +89.9% | 128,952 | +99.5% | 0.00% | – |
| Q4 2021 | $1,911,000 | +44.9% | 64,641 | +41.7% | 0.00% | – |
| Q3 2021 | $1,319,000 | +19.3% | 45,608 | +20.5% | 0.00% | – |
| Q2 2021 | $1,106,000 | +25.0% | 37,845 | +19.3% | 0.00% | – |
| Q1 2021 | $885,000 | +16.9% | 31,729 | +11.2% | 0.00% | – |
| Q4 2020 | $757,000 | – | 28,545 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 1,693,816 | $50,086,000 | 14.10% |
| Crown Wealth Group, LLC | 357,190 | $10,562,000 | 9.80% |
| Northland Capital Management LLC | 381,636 | $11,285,000 | 9.62% |
| Spinnaker Investment Group, LLC | 810,479 | $23,823,000 | 8.36% |
| Midwest Heritage Bank, FSB | 284,215 | $8,404,000 | 8.16% |
| Relaxing Retirement Coach | 476,719 | $14,098,000 | 8.11% |
| COWA, LLC | 376,030 | $11,146,000 | 5.61% |
| Waypoint Wealth Partners Inc. | 432,300 | $12,783,000 | 4.38% |
| Aquire Wealth Advisors, LLC | 247,536 | $7,320,000 | 3.83% |
| OKABENA INVESTMENT SERVICES INC | 339,240 | $10,031,000 | 3.81% |