DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $165,276 | -28.2% | 6,330 | -24.9% | 0.03% | -22.9% |
| Q2 2023 | $230,307 | +1.4% | 8,430 | 0.0% | 0.04% | -2.8% |
| Q1 2023 | $227,188 | -13.0% | 8,430 | -19.2% | 0.04% | -18.2% |
| Q4 2022 | $261,167 | -99.9% | 10,430 | -14.7% | 0.04% | -8.3% |
| Q3 2022 | $263,779,000 | -22.7% | 12,229 | -13.4% | 0.05% | -17.2% |
| Q2 2022 | $341,074,000 | -3.4% | 14,129 | +12.7% | 0.06% | +5.5% |
| Q1 2022 | $353,029,000 | +5.3% | 12,541 | +10.6% | 0.06% | +10.0% |
| Q4 2021 | $335,353,000 | +76.2% | 11,341 | +72.2% | 0.05% | +61.3% |
| Q3 2021 | $190,372,000 | +111.4% | 6,585 | +113.7% | 0.03% | +106.7% |
| Q2 2021 | $90,056,000 | – | 3,082 | – | 0.02% | – |
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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% |