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 | $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 ↓ |
|---|---|---|---|
| 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% |