DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 110 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,036,384 | +93.5% | 116,292 | +99.7% | 0.07% | +116.1% |
| Q1 2023 | $1,569,460 | -88.6% | 58,236 | -89.4% | 0.03% | -92.0% |
| Q4 2022 | $13,750,540 | +12.4% | 549,143 | -3.2% | 0.39% | +1.0% |
| Q3 2022 | $12,231,000 | +220.1% | 567,033 | +258.3% | 0.38% | +259.8% |
| Q2 2022 | $3,821,000 | -30.9% | 158,270 | -17.2% | 0.11% | -52.0% |
| Q3 2021 | $5,529,000 | +0.1% | 191,254 | -3.5% | 0.22% | -27.6% |
| Q1 2021 | $5,524,000 | – | 198,142 | – | 0.31% | – |
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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% |