DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,735,411 | +6.1% | 386,479 | +15.2% | 0.52% | +10.1% |
| Q2 2023 | $9,173,068 | +12.4% | 335,518 | +14.1% | 0.48% | +0.2% |
| Q1 2023 | $8,161,239 | +18.3% | 294,099 | +15.6% | 0.48% | +12.8% |
| Q4 2022 | $6,897,613 | +34.6% | 254,337 | +16.5% | 0.42% | +15.3% |
| Q3 2022 | $5,125,000 | +19.2% | 218,252 | +28.7% | 0.37% | +17.7% |
| Q2 2022 | $4,301,000 | +14.1% | 169,604 | +15.5% | 0.31% | +8.0% |
| Q1 2022 | $3,768,000 | +14.7% | 146,798 | +28.2% | 0.29% | +23.6% |
| Q4 2021 | $3,285,000 | +11.5% | 114,526 | +16.9% | 0.23% | +13.1% |
| Q3 2021 | $2,945,000 | -40.6% | 97,963 | -42.0% | 0.21% | +12.0% |
| Q2 2021 | $4,962,000 | +119.0% | 169,028 | +116.5% | 0.18% | -1.6% |
| Q1 2021 | $2,266,000 | +42.5% | 78,056 | +34.1% | 0.19% | +23.8% |
| Q4 2020 | $1,590,000 | – | 58,203 | – | 0.15% | – |
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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% |