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 | $9,333,149 | -7.3% | 357,455 | -3.0% | 0.18% | -3.8% |
| Q2 2023 | $10,069,771 | +43.7% | 368,586 | +41.8% | 0.18% | -32.7% |
| Q1 2023 | $7,006,916 | +17.6% | 259,997 | +9.3% | 0.27% | +12.4% |
| Q4 2022 | $5,955,894 | +1183.6% | 237,855 | +1006.0% | 0.24% | +908.3% |
| Q3 2022 | $464,000 | -10.9% | 21,506 | -0.3% | 0.02% | -4.0% |
| Q2 2022 | $521,000 | -30.5% | 21,566 | -19.0% | 0.02% | -24.2% |
| Q1 2022 | $750,000 | -12.7% | 26,638 | -8.3% | 0.03% | 0.0% |
| Q4 2021 | $859,000 | – | 29,044 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OKABENA INVESTMENT SERVICES INC | 346,000 | $9,646,000 | 5.19% |
| COWA, LLC | 211,795 | $5,980,000 | 3.59% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 401,763 | $11,201,000 | 3.30% |
| PBMares Wealth Management LLC | 124,409 | $3,469,000 | 2.83% |
| Adams Chetwood Wealth Management LLC | 76,374 | $2,129,000 | 1.62% |
| Better Money Decisions, LLC | 46,628 | $1,300,000 | 1.34% |
| COLLECTIVE FAMILY OFFICE LLC | 89,701 | $2,501,000 | 1.22% |
| FIRETHORN WEALTH PARTNERS, LLC | 46,648 | $1,301,000 | 1.21% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 79,799 | $2,225,000 | 0.92% |
| CVA Family Office, LLC | 81,348 | $2,268,000 | 0.86% |