DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 110 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,317,014 | +4.0% | 356,837 | +8.8% | 1.39% | +9.3% |
| Q2 2023 | $8,956,671 | +11.6% | 327,843 | +10.1% | 1.27% | +2.5% |
| Q1 2023 | $8,024,875 | +134320.0% | 297,769 | +24.9% | 1.24% | +24.9% |
| Q4 2022 | $5,970 | -99.9% | 238,407 | -15.5% | 0.99% | -16.1% |
| Q3 2022 | $6,088,000 | +109.4% | 282,247 | +134.3% | 1.18% | +119.1% |
| Q2 2022 | $2,908,000 | +9.1% | 120,482 | +27.2% | 0.54% | +0.6% |
| Q1 2022 | $2,666,000 | +165.5% | 94,721 | +178.9% | 0.54% | +157.7% |
| Q4 2021 | $1,004,000 | +13.2% | 33,966 | +10.7% | 0.21% | +5.6% |
| Q3 2021 | $887,000 | +24.8% | 30,690 | +26.2% | 0.20% | +15.9% |
| Q2 2021 | $711,000 | +58.4% | 24,327 | +51.0% | 0.17% | +3.0% |
| Q1 2021 | $449,000 | – | 16,115 | – | 0.16% | – |
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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% |