DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 85 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,595,555 | +71.6% | 865,399 | +79.5% | 2.87% | +72.0% |
| Q2 2023 | $13,169,304 | +180.6% | 482,039 | +176.8% | 1.67% | +167.3% |
| Q1 2023 | $4,693,424 | +273.5% | 174,153 | +247.0% | 0.62% | +300.0% |
| Q4 2022 | $1,256,583 | +22.7% | 50,183 | +5.7% | 0.16% | -3.1% |
| Q3 2022 | $1,024,000 | +894.2% | 47,476 | +1196.1% | 0.16% | +1138.5% |
| Q1 2022 | $103,000 | -86.8% | 3,663 | -86.1% | 0.01% | -85.7% |
| Q4 2021 | $779,000 | +2.2% | 26,360 | 0.0% | 0.09% | -2.2% |
| Q3 2021 | $762,000 | +14.9% | 26,360 | +16.1% | 0.09% | +6.9% |
| Q2 2021 | $663,000 | +550.0% | 22,697 | +519.6% | 0.09% | +383.3% |
| Q1 2021 | $102,000 | – | 3,663 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OKABENA INVESTMENT SERVICES INC | 346,000 | $9,646,000 | 5.19% |
| COWA, LLC | 211,795 | $5,980,000 | 3.59% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 401,763 | $11,201,000 | 3.30% |
| PBMares Wealth Management LLC | 124,409 | $3,469,000 | 2.83% |
| Adams Chetwood Wealth Management LLC | 76,374 | $2,129,000 | 1.62% |
| Better Money Decisions, LLC | 46,628 | $1,300,000 | 1.34% |
| COLLECTIVE FAMILY OFFICE LLC | 89,701 | $2,501,000 | 1.22% |
| FIRETHORN WEALTH PARTNERS, LLC | 46,648 | $1,301,000 | 1.21% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 79,799 | $2,225,000 | 0.92% |
| CVA Family Office, LLC | 81,348 | $2,268,000 | 0.86% |