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 | $35,946,446 | +10.1% | 1,376,731 | +15.2% | 0.01% | +9.1% |
| Q2 2023 | $32,637,346 | -12.8% | 1,194,632 | -14.0% | 0.01% | -21.4% |
| Q1 2023 | $37,437,835 | +336.3% | 1,389,159 | +305.4% | 0.01% | +366.7% |
| Q4 2022 | $8,580,407 | +263.7% | 342,668 | +213.4% | 0.00% | +200.0% |
| Q3 2022 | $2,359,000 | +28.0% | 109,356 | +43.2% | 0.00% | 0.0% |
| Q2 2022 | $1,843,000 | +19.3% | 76,349 | +39.1% | 0.00% | 0.0% |
| Q1 2022 | $1,545,000 | +51.3% | 54,893 | +59.0% | 0.00% | – |
| Q4 2021 | $1,021,000 | +48.6% | 34,516 | +45.3% | 0.00% | – |
| Q3 2021 | $687,000 | +5625.0% | 23,755 | +5838.8% | 0.00% | – |
| Q2 2021 | $12,000 | – | 400 | – | 0.00% | – |
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% |