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 | $419,483 | -4.4% | 16,066 | 0.0% | 0.32% | -0.6% |
| Q2 2023 | $438,923 | +1.4% | 16,066 | 0.0% | 0.32% | -2.1% |
| Q1 2023 | $432,979 | -0.8% | 16,066 | -7.8% | 0.33% | -4.7% |
| Q4 2022 | $436,522 | -23.8% | 17,433 | -34.3% | 0.34% | -27.6% |
| Q3 2022 | $573,000 | -10.6% | 26,544 | 0.0% | 0.48% | -6.3% |
| Q2 2022 | $641,000 | -34.4% | 26,544 | -23.6% | 0.51% | -20.8% |
| Q1 2022 | $977,000 | +80.6% | 34,723 | +89.8% | 0.64% | +92.8% |
| Q4 2021 | $541,000 | +8.6% | 18,298 | +6.2% | 0.33% | +0.3% |
| Q3 2021 | $498,000 | +10.2% | 17,231 | +11.4% | 0.33% | +11.8% |
| Q2 2021 | $452,000 | +927.3% | 15,468 | +879.6% | 0.30% | +825.0% |
| Q1 2021 | $44,000 | +37.5% | 1,579 | +31.0% | 0.03% | +23.1% |
| Q4 2020 | $32,000 | – | 1,205 | – | 0.03% | – |
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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% |