DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,546,173 | +15.3% | 672,010 | +20.7% | 1.66% | +21.1% |
| Q2 2023 | $15,213,374 | +5.6% | 556,858 | +4.2% | 1.37% | +0.7% |
| Q1 2023 | $14,401,853 | +11.3% | 534,392 | +3.4% | 1.36% | +7.2% |
| Q4 2022 | $12,944,770 | +413.1% | 516,964 | +342.0% | 1.27% | +357.4% |
| Q3 2022 | $2,523,000 | +65.1% | 116,953 | +84.8% | 0.28% | +72.0% |
| Q2 2022 | $1,528,000 | +83.0% | 63,298 | +113.4% | 0.16% | +103.8% |
| Q1 2022 | $835,000 | +344.1% | 29,660 | +366.2% | 0.08% | +338.9% |
| Q4 2021 | $188,000 | – | 6,362 | – | 0.02% | – |
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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% |