DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.1%.
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 ↓ |
|---|---|---|---|
| OKABENA INVESTMENT SERVICES INC | 346,000 | $9,646,000 | 5.19% |
| COWA, LLC | 211,795 | $5,980,000 | 3.59% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 401,763 | $11,201,000 | 3.30% |
| PBMares Wealth Management LLC | 124,409 | $3,469,000 | 2.83% |
| Adams Chetwood Wealth Management LLC | 76,374 | $2,129,000 | 1.62% |
| Better Money Decisions, LLC | 46,628 | $1,300,000 | 1.34% |
| COLLECTIVE FAMILY OFFICE LLC | 89,701 | $2,501,000 | 1.22% |
| FIRETHORN WEALTH PARTNERS, LLC | 46,648 | $1,301,000 | 1.21% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 79,799 | $2,225,000 | 0.92% |
| CVA Family Office, LLC | 81,348 | $2,268,000 | 0.86% |