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 | $1,617,645 | -16.4% | 61,955 | -12.5% | 0.21% | -13.1% |
| Q2 2023 | $1,934,584 | -18.2% | 70,812 | -19.3% | 0.24% | -22.5% |
| Q1 2023 | $2,364,809 | +5.6% | 87,748 | -1.9% | 0.32% | -6.2% |
| Q4 2022 | $2,239,427 | +88.0% | 89,434 | +61.9% | 0.34% | +64.4% |
| Q3 2022 | $1,191,000 | -36.7% | 55,237 | -29.2% | 0.20% | -33.7% |
| Q2 2022 | $1,883,000 | +6.7% | 78,018 | +24.4% | 0.31% | -0.6% |
| Q1 2022 | $1,765,000 | +222.7% | 62,714 | +238.8% | 0.31% | +217.3% |
| Q4 2021 | $547,000 | +124.2% | 18,512 | +119.6% | 0.10% | +92.2% |
| Q3 2021 | $244,000 | – | 8,429 | – | 0.05% | – |
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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% |