DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 85 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,092 | -57.9% | 118,419 | -55.9% | 0.14% | -54.5% |
| Q2 2023 | $7,344 | +10.1% | 268,817 | +8.6% | 0.32% | +18.1% |
| Q1 2023 | $6,672 | +620.5% | 247,560 | +569.6% | 0.27% | +474.5% |
| Q4 2022 | $926 | -100.0% | 36,974 | -86.5% | 0.05% | -86.7% |
| Q2 2022 | $6,601,000 | -7.1% | 273,452 | +8.3% | 0.35% | +44.1% |
| Q1 2022 | $7,105,000 | -17.5% | 252,411 | -13.4% | 0.24% | +6.1% |
| Q4 2021 | $8,614,000 | +29.5% | 291,314 | +27.9% | 0.23% | -30.4% |
| Q2 2021 | $6,653,000 | – | 227,692 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RAM Investment Partners, LLC | 1,252,380 | $35,868,159 | 12.51% |
| Valued Wealth Advisors LLC | 490,778 | $12,814,218 | 11.84% |
| Stonehearth Capital Management, LLC | 551,987 | $15,808,903 | 7.77% |
| RVW Wealth, LLC | 1,566,301 | $44,858,850 | 4.93% |
| CATALYST PRIVATE WEALTH, LLC | 90,256 | $2,584,932 | 1.21% |
| Versant Capital Management, Inc | 84,083 | $2,408,135 | 0.72% |
| Pure Financial Advisors, LLC | 670,993 | $19,217,245 | 0.66% |
| Bromfield Sneider Wealth Advisors | 18,278 | $523,469 | 0.35% |
| Apella Capital, LLC | 222,604 | $6,281,892 | 0.35% |
| CGN Advisors LLC | 67,605 | $1,936,207 | 0.27% |