DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,093,775 | +36.6% | 41,891 | +43.0% | 0.22% | +44.8% |
Q2 2023 | $800,476 | +152.1% | 29,300 | +148.7% | 0.15% | +140.6% |
Q1 2023 | $317,498 | -3.0% | 11,781 | -9.9% | 0.06% | -4.5% |
Q4 2022 | $327,398 | +396.1% | 13,075 | +325.5% | 0.07% | +415.4% |
Q3 2022 | $66,000 | -23.3% | 3,073 | -13.4% | 0.01% | -23.5% |
Q2 2022 | $86,000 | -24.6% | 3,548 | -12.7% | 0.02% | -10.5% |
Q1 2022 | $114,000 | -2.6% | 4,065 | +2.8% | 0.02% | -9.5% |
Q4 2021 | $117,000 | +39.3% | 3,955 | +35.9% | 0.02% | +31.2% |
Q3 2021 | $84,000 | +7.7% | 2,910 | +9.2% | 0.02% | +14.3% |
Q2 2021 | $78,000 | – | 2,665 | – | 0.01% | – |
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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% |