DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 234 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,698,253 | -4.1% | 179,940 | +0.4% | 0.05% | -1.9% |
| Q2 2023 | $4,898,434 | +12.0% | 179,298 | +10.4% | 0.05% | +6.1% |
| Q1 2023 | $4,375,117 | +28.9% | 162,342 | +19.7% | 0.05% | +22.5% |
| Q4 2022 | $3,395,474 | +27.1% | 135,602 | +9.5% | 0.04% | +14.3% |
| Q3 2022 | $2,672,000 | +18.3% | 123,856 | +32.4% | 0.04% | +25.0% |
| Q2 2022 | $2,258,000 | +87.1% | 93,530 | +118.1% | 0.03% | +115.4% |
| Q1 2022 | $1,207,000 | +7.4% | 42,880 | +12.8% | 0.01% | +8.3% |
| Q4 2021 | $1,124,000 | +2.3% | 38,000 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $1,099,000 | +38.8% | 38,000 | +40.2% | 0.01% | +44.4% |
| Q2 2021 | $792,000 | – | 27,100 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RAM Investment Partners, LLC | 1,252,380 | $35,868,159 | 12.51% |
| Valued Wealth Advisors LLC | 490,778 | $12,814,218 | 11.84% |
| Stonehearth Capital Management, LLC | 551,987 | $15,808,903 | 7.77% |
| RVW Wealth, LLC | 1,566,301 | $44,858,850 | 4.93% |
| CATALYST PRIVATE WEALTH, LLC | 90,256 | $2,584,932 | 1.21% |
| Versant Capital Management, Inc | 84,083 | $2,408,135 | 0.72% |
| Pure Financial Advisors, LLC | 670,993 | $19,217,245 | 0.66% |
| Bromfield Sneider Wealth Advisors | 18,278 | $523,469 | 0.35% |
| Apella Capital, LLC | 222,604 | $6,281,892 | 0.35% |
| CGN Advisors LLC | 67,605 | $1,936,207 | 0.27% |