DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,258 | -4.1% | 3,304 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $89,991 | -63.7% | 3,294 | -64.2% | 0.01% | -66.7% |
| Q1 2023 | $248,212 | +3.0% | 9,210 | -4.3% | 0.02% | -4.0% |
| Q4 2022 | $241,031 | +16.4% | 9,626 | +0.1% | 0.02% | +8.7% |
| Q3 2022 | $207,000 | -79.3% | 9,616 | -79.3% | 0.02% | -78.7% |
| Q2 2022 | $999,000 | +143.7% | 46,422 | +218.4% | 0.11% | +176.9% |
| Q1 2022 | $410,000 | – | 14,578 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OKABENA INVESTMENT SERVICES INC | 346,000 | $9,646,000 | 5.19% |
| COWA, LLC | 211,795 | $5,980,000 | 3.59% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 401,763 | $11,201,000 | 3.30% |
| PBMares Wealth Management LLC | 124,409 | $3,469,000 | 2.83% |
| Adams Chetwood Wealth Management LLC | 76,374 | $2,129,000 | 1.62% |
| Better Money Decisions, LLC | 46,628 | $1,300,000 | 1.34% |
| COLLECTIVE FAMILY OFFICE LLC | 89,701 | $2,501,000 | 1.22% |
| FIRETHORN WEALTH PARTNERS, LLC | 46,648 | $1,301,000 | 1.21% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 79,799 | $2,225,000 | 0.92% |
| CVA Family Office, LLC | 81,348 | $2,268,000 | 0.86% |