DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,174,341 | -7.5% | 657,769 | -3.2% | 0.15% | -6.4% |
| Q2 2023 | $18,562,517 | -33.3% | 679,448 | -34.2% | 0.16% | -43.7% |
| Q1 2023 | $27,822,493 | +53.9% | 1,032,374 | +43.0% | 0.28% | +39.5% |
| Q4 2022 | $18,074,564 | +118.4% | 721,828 | +88.2% | 0.20% | +90.5% |
| Q3 2022 | $8,275,000 | -5.2% | 383,626 | +6.1% | 0.10% | -11.8% |
| Q2 2022 | $8,727,000 | +429.6% | 361,535 | +517.7% | 0.12% | +466.7% |
| Q1 2022 | $1,648,000 | +45.8% | 58,533 | +53.1% | 0.02% | +31.2% |
| Q4 2021 | $1,130,000 | -74.8% | 38,226 | -75.3% | 0.02% | -78.7% |
| Q3 2021 | $4,480,000 | -10.9% | 154,967 | -10.0% | 0.08% | -19.4% |
| Q2 2021 | $5,029,000 | -32.8% | 172,119 | -35.9% | 0.09% | -39.6% |
| Q1 2021 | $7,483,000 | +2869.4% | 268,393 | +2721.3% | 0.15% | +2100.0% |
| Q4 2020 | $252,000 | – | 9,513 | – | 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% |