DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 85 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,197,744 | +13.4% | 352,269 | +18.6% | 1.74% | +6.6% |
Q2 2023 | $8,112,155 | +9.1% | 296,931 | +7.7% | 1.63% | -1.6% |
Q1 2023 | $7,432,352 | -7.5% | 275,783 | -14.1% | 1.65% | -10.3% |
Q4 2022 | $8,039,217 | +33.2% | 321,055 | +14.7% | 1.84% | +13.5% |
Q3 2022 | $6,036,000 | -9.6% | 279,828 | +1.2% | 1.62% | -12.7% |
Q2 2022 | $6,675,000 | -37.3% | 276,499 | -26.9% | 1.86% | -27.1% |
Q1 2022 | $10,644,000 | +186.2% | 378,104 | +200.7% | 2.55% | +185.5% |
Q4 2021 | $3,719,000 | +386.8% | 125,756 | +375.8% | 0.89% | +323.7% |
Q3 2021 | $764,000 | -49.5% | 26,433 | -48.9% | 0.21% | -63.0% |
Q2 2021 | $1,513,000 | – | 51,770 | – | 0.57% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
OKABENA INVESTMENT SERVICES INC | 346,000 | $9,646,000 | 5.19% |
COWA, LLC | 211,795 | $5,980,000 | 3.59% |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 401,763 | $11,201,000 | 3.30% |
PBMares Wealth Management LLC | 124,409 | $3,469,000 | 2.83% |
Adams Chetwood Wealth Management LLC | 76,374 | $2,129,000 | 1.62% |
Better Money Decisions, LLC | 46,628 | $1,300,000 | 1.34% |
COLLECTIVE FAMILY OFFICE LLC | 89,701 | $2,501,000 | 1.22% |
FIRETHORN WEALTH PARTNERS, LLC | 46,648 | $1,301,000 | 1.21% |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 79,799 | $2,225,000 | 0.92% |
CVA Family Office, LLC | 81,348 | $2,268,000 | 0.86% |