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 | $9,433,360 | -4.4% | 361,293 | 0.0% | 7.34% | +1.6% |
| Q2 2023 | $9,870,525 | +49188.5% | 361,293 | +180546.5% | 7.22% | +51500.0% |
| Q1 2023 | $20,026 | -99.7% | 200 | -99.9% | 0.01% | -99.7% |
| Q4 2022 | $6,742,771 | -2.7% | 269,280 | -16.2% | 4.46% | +33.4% |
| Q3 2022 | $6,930,000 | -15.4% | 321,280 | -5.3% | 3.35% | -20.5% |
| Q2 2022 | $8,190,000 | -14.2% | 339,280 | 0.0% | 4.21% | +4.3% |
| Q1 2022 | $9,551,000 | -4.8% | 339,280 | +0.0% | 4.04% | +5.8% |
| Q4 2021 | $10,031,000 | +0.3% | 339,240 | -2.0% | 3.81% | -27.6% |
| Q3 2021 | $10,003,000 | -1.1% | 346,000 | 0.0% | 5.26% | +10.7% |
| Q2 2021 | $10,110,000 | +4.8% | 346,000 | 0.0% | 4.76% | -8.5% |
| Q1 2021 | $9,646,000 | +41.5% | 346,000 | +34.6% | 5.19% | +30.6% |
| Q4 2020 | $6,819,000 | – | 257,125 | – | 3.98% | – |
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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% |