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 | $1,817,015 | +44.9% | 69,591 | +51.6% | 0.23% | +45.0% |
| Q2 2023 | $1,254,332 | +12.3% | 45,913 | +10.8% | 0.16% | +10.3% |
| Q1 2023 | $1,117,243 | +33.4% | 41,456 | +23.9% | 0.14% | +25.0% |
| Q4 2022 | $837,678 | +23.0% | 33,454 | +5.9% | 0.12% | +5.5% |
| Q3 2022 | $681,000 | +2.4% | 31,582 | +14.7% | 0.11% | +7.8% |
| Q2 2022 | $665,000 | +78.3% | 27,537 | +107.7% | 0.10% | +82.1% |
| Q1 2022 | $373,000 | -3.4% | 13,259 | +1.6% | 0.06% | -1.8% |
| Q4 2021 | $386,000 | +1035.3% | 13,053 | +1009.9% | 0.06% | +1040.0% |
| Q3 2021 | $34,000 | 0.0% | 1,176 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $34,000 | – | 1,176 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RAM Investment Partners, LLC | 1,252,380 | $35,868,159 | 12.51% |
| Valued Wealth Advisors LLC | 490,778 | $12,814,218 | 11.84% |
| Stonehearth Capital Management, LLC | 551,987 | $15,808,903 | 7.77% |
| RVW Wealth, LLC | 1,566,301 | $44,858,850 | 4.93% |
| CATALYST PRIVATE WEALTH, LLC | 90,256 | $2,584,932 | 1.21% |
| Versant Capital Management, Inc | 84,083 | $2,408,135 | 0.72% |
| Pure Financial Advisors, LLC | 670,993 | $19,217,245 | 0.66% |
| Bromfield Sneider Wealth Advisors | 18,278 | $523,469 | 0.35% |
| Apella Capital, LLC | 222,604 | $6,281,892 | 0.35% |
| CGN Advisors LLC | 67,605 | $1,936,207 | 0.27% |