DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,766,572 | +0.8% | 105,958 | +5.5% | 0.07% | +1.4% |
| Q2 2023 | $2,744,485 | +14.0% | 100,457 | +12.4% | 0.07% | +5.9% |
| Q1 2023 | $2,408,450 | +120988.5% | 89,367 | +12.5% | 0.07% | +19.3% |
| Q4 2022 | $1,989 | -99.9% | 79,448 | -33.8% | 0.06% | -28.8% |
| Q3 2022 | $2,589,000 | +109.6% | 120,009 | +134.6% | 0.08% | +128.6% |
| Q2 2022 | $1,235,000 | -12.5% | 51,153 | +2.0% | 0.04% | +2.9% |
| Q1 2022 | $1,412,000 | +94.2% | 50,168 | +103.9% | 0.03% | +100.0% |
| Q4 2021 | $727,000 | +19.4% | 24,609 | +16.9% | 0.02% | +6.2% |
| Q3 2021 | $609,000 | +8.2% | 21,054 | +9.3% | 0.02% | +6.7% |
| Q2 2021 | $563,000 | +29.1% | 19,269 | +23.1% | 0.02% | +25.0% |
| Q1 2021 | $436,000 | – | 15,656 | – | 0.01% | – |
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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% |