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 | $3,250,721 | +8.7% | 124,501 | +13.7% | 0.48% | +9.0% |
| Q2 2023 | $2,990,556 | +9.3% | 109,464 | +7.8% | 0.44% | +1.8% |
| Q1 2023 | $2,737,204 | +16.4% | 101,566 | +8.2% | 0.44% | +5.8% |
| Q4 2022 | $2,351,006 | +29.3% | 93,890 | +11.4% | 0.41% | +16.7% |
| Q3 2022 | $1,818,000 | -1.9% | 84,291 | +9.8% | 0.35% | -2.8% |
| Q2 2022 | $1,853,000 | -8.0% | 76,743 | +7.3% | 0.36% | -2.7% |
| Q1 2022 | $2,014,000 | +8.9% | 71,554 | +14.5% | 0.37% | +7.8% |
| Q4 2021 | $1,849,000 | +44.8% | 62,518 | +41.6% | 0.35% | +34.1% |
| Q3 2021 | $1,277,000 | +23.6% | 44,162 | +24.9% | 0.26% | +21.1% |
| Q2 2021 | $1,033,000 | +64.8% | 35,347 | +57.1% | 0.21% | +54.3% |
| Q1 2021 | $627,000 | +143.0% | 22,498 | +131.0% | 0.14% | +133.9% |
| Q4 2020 | $258,000 | – | 9,738 | – | 0.06% | – |
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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% |