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 | $14,951 | +37.4% | 572,609 | +43.7% | 0.05% | +38.2% |
| Q2 2023 | $10,884 | +49.7% | 398,385 | +47.7% | 0.03% | +41.7% |
| Q1 2023 | $7,269 | +22.9% | 269,724 | +14.2% | 0.02% | +20.0% |
| Q4 2022 | $5,915 | -99.9% | 236,207 | +26.3% | 0.02% | +25.0% |
| Q3 2022 | $4,516,000 | 0.0% | 187,077 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $4,516,000 | -6.5% | 187,077 | +9.0% | 0.02% | +6.7% |
| Q1 2022 | $4,831,000 | +78.0% | 171,625 | +87.0% | 0.02% | +87.5% |
| Q4 2021 | $2,714,000 | +44.6% | 91,785 | +41.4% | 0.01% | +33.3% |
| Q3 2021 | $1,877,000 | – | 64,912 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RAM Investment Partners, LLC | 1,252,380 | $35,868,159 | 12.51% |
| Valued Wealth Advisors LLC | 490,778 | $12,814,218 | 11.84% |
| Stonehearth Capital Management, LLC | 551,987 | $15,808,903 | 7.77% |
| RVW Wealth, LLC | 1,566,301 | $44,858,850 | 4.93% |
| CATALYST PRIVATE WEALTH, LLC | 90,256 | $2,584,932 | 1.21% |
| Versant Capital Management, Inc | 84,083 | $2,408,135 | 0.72% |
| Pure Financial Advisors, LLC | 670,993 | $19,217,245 | 0.66% |
| Bromfield Sneider Wealth Advisors | 18,278 | $523,469 | 0.35% |
| Apella Capital, LLC | 222,604 | $6,281,892 | 0.35% |
| CGN Advisors LLC | 67,605 | $1,936,207 | 0.27% |