DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 ↓ |
|---|---|---|---|
| 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% |