DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,545,647 | -10.5% | 59,197 | -6.3% | 0.14% | -7.1% |
| Q2 2023 | $1,726,444 | -4.1% | 63,193 | -5.4% | 0.16% | -8.3% |
| Q1 2023 | $1,799,695 | +10.7% | 66,779 | +2.9% | 0.17% | +1.2% |
| Q4 2022 | $1,625,255 | -99.9% | 64,906 | +5.5% | 0.17% | +13.6% |
| Q3 2022 | $1,326,994,000 | -10.1% | 61,520 | +0.6% | 0.15% | -9.3% |
| Q2 2022 | $1,476,693,000 | -9.7% | 61,172 | +5.3% | 0.16% | +4.5% |
| Q1 2022 | $1,635,020,000 | +4.4% | 58,082 | +9.7% | 0.16% | +6.2% |
| Q4 2021 | $1,566,073,000 | +20.9% | 52,961 | +18.2% | 0.15% | +18.7% |
| Q3 2021 | $1,294,897,000 | +63.6% | 44,790 | +25.5% | 0.12% | +59.7% |
| Q2 2021 | $791,306,000 | +54.1% | 35,686 | +93.8% | 0.08% | +45.3% |
| Q1 2021 | $513,410,000 | +136.4% | 18,415 | +162.8% | 0.05% | +112.0% |
| Q4 2020 | $217,145,000 | – | 7,008 | – | 0.02% | – |
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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% |