DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
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% | – |
Download |
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% |