DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 234 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,134,284 | +22.3% | 81,742 | +28.0% | 0.34% | -2.3% |
Q2 2023 | $1,745,256 | +1.1% | 63,882 | -0.3% | 0.35% | -7.2% |
Q1 2023 | $1,727,010 | +42.7% | 64,082 | +32.6% | 0.38% | +28.7% |
Q4 2022 | $1,210,258 | +369.1% | 48,333 | +303.9% | 0.29% | +312.7% |
Q3 2022 | $258,000 | -91.7% | 11,966 | -90.7% | 0.07% | -88.9% |
Q2 2022 | $3,093,000 | -4.2% | 128,146 | +11.7% | 0.64% | -18.3% |
Q1 2022 | $3,228,000 | -3.5% | 114,681 | +1.4% | 0.78% | +6.7% |
Q4 2021 | $3,344,000 | – | 113,101 | – | 0.74% | – |
Download |
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% |