DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,759,409 | +8.0% | 526,978 | +13.0% | 0.70% | +8.7% |
| Q2 2023 | $12,740,506 | +26.5% | 466,344 | +24.8% | 0.64% | +12.2% |
| Q1 2023 | $10,074,440 | +29.3% | 373,820 | +20.1% | 0.57% | +23.0% |
| Q4 2022 | $7,793,152 | +13.3% | 311,228 | -2.4% | 0.46% | +15.4% |
| Q3 2022 | $6,876,000 | +12.2% | 318,787 | +25.5% | 0.40% | +13.5% |
| Q2 2022 | $6,131,000 | +26.7% | 253,995 | +47.8% | 0.36% | +57.8% |
| Q1 2022 | $4,839,000 | +58.7% | 171,902 | +66.7% | 0.22% | +56.2% |
| Q4 2021 | $3,050,000 | +371.4% | 103,140 | +361.1% | 0.14% | +336.4% |
| Q3 2021 | $647,000 | – | 22,368 | – | 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% |