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 | $25,281,138 | -68.8% | 968,255 | -67.4% | 0.01% | -70.4% |
| Q2 2023 | $81,086,061 | +41.9% | 2,968,011 | +40.0% | 0.03% | +17.4% |
| Q1 2023 | $57,141,654 | +4347.8% | 2,120,284 | +4032.5% | 0.02% | +2200.0% |
| Q4 2022 | $1,284,727 | -18.4% | 51,307 | -29.7% | 0.00% | 0.0% |
| Q3 2022 | $1,574,000 | +147.5% | 72,954 | +239.2% | 0.00% | – |
| Q4 2021 | $636,000 | -90.8% | 21,510 | -90.9% | 0.00% | -100.0% |
| Q2 2021 | $6,916,000 | +472.0% | 236,688 | +445.7% | 0.00% | +200.0% |
| Q1 2021 | $1,209,000 | -10.8% | 43,374 | -15.1% | 0.00% | 0.0% |
| Q4 2020 | $1,355,000 | – | 51,077 | – | 0.00% | – |
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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% |