DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,751 | -4.4% | 9,106 | +0.1% | 0.03% | -5.9% |
| Q2 2023 | $248,653 | +1.5% | 9,101 | +0.1% | 0.03% | -5.6% |
| Q1 2023 | $245,006 | +6.3% | 9,091 | -1.3% | 0.04% | 0.0% |
| Q4 2022 | $230,586 | -26.6% | 9,209 | -36.7% | 0.04% | -30.8% |
| Q3 2022 | $314,000 | +7.2% | 14,541 | +19.8% | 0.05% | +13.0% |
| Q2 2022 | $293,000 | -8.2% | 12,135 | +6.9% | 0.05% | +17.9% |
| Q1 2022 | $319,000 | +2558.3% | 11,357 | +2753.5% | 0.04% | +3800.0% |
| Q4 2021 | $12,000 | +9.1% | 398 | +1.5% | 0.00% | -50.0% |
| Q3 2021 | $11,000 | 0.0% | 392 | +1.3% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | 0.0% | 387 | +0.8% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | +10.0% | 384 | +0.3% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | – | 383 | – | 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% |