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 | $13,146,683 | -2.9% | 503,511 | +1.6% | 0.05% | -5.7% |
| Q2 2023 | $13,541,666 | +14.6% | 495,669 | +13.0% | 0.05% | +1.9% |
| Q1 2023 | $11,819,030 | +11.1% | 438,554 | +3.3% | 0.05% | -3.7% |
| Q4 2022 | $10,634,589 | +588.8% | 424,704 | +493.5% | 0.05% | +500.0% |
| Q3 2022 | $1,544,000 | +0.9% | 71,562 | +12.9% | 0.01% | -10.0% |
| Q2 2022 | $1,530,000 | -61.1% | 63,364 | -54.6% | 0.01% | -60.0% |
| Q1 2022 | $3,933,000 | -4.8% | 139,719 | 0.0% | 0.02% | -10.7% |
| Q4 2021 | $4,131,000 | – | 139,719 | – | 0.03% | – |
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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% |