DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 ↓ |
|---|---|---|---|
| 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% |