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 | $109,296 | +2.4% | 4,186 | +7.2% | 0.07% | +5.8% |
Q2 2023 | $106,685 | +22.3% | 3,905 | +20.6% | 0.07% | +13.1% |
Q1 2023 | $87,237 | +23.5% | 3,237 | +14.7% | 0.06% | +7.0% |
Q4 2022 | $70,638 | +1666.0% | 2,821 | +1458.6% | 0.06% | +1325.0% |
Q2 2022 | $4,000 | +33.3% | 181 | +98.9% | 0.00% | +33.3% |
Q1 2022 | $3,000 | +200.0% | 91 | +225.0% | 0.00% | +200.0% |
Q4 2021 | $1,000 | – | 28 | – | 0.00% | – |
Download |
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% |