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 | $3,205,394 | -49.3% | 122,764 | -49.2% | 0.14% | +3.6% |
| Q2 2023 | $6,323,765 | +158.6% | 241,688 | +147.2% | 0.14% | +31.1% |
| Q1 2023 | $2,445,095 | +114478.0% | 97,764 | +15.3% | 0.11% | +86.0% |
| Q4 2022 | $2,134 | -99.9% | 84,774 | +16.4% | 0.06% | +18.8% |
| Q3 2022 | $1,834,000 | +28.0% | 72,812 | +28.0% | 0.05% | +6.7% |
| Q2 2022 | $1,433,000 | -42.4% | 56,886 | -42.5% | 0.04% | +45.2% |
| Q1 2022 | $2,488,000 | +303.9% | 98,984 | +377.1% | 0.03% | +158.3% |
| Q4 2021 | $616,000 | +64.3% | 20,745 | +61.8% | 0.01% | +50.0% |
| Q3 2021 | $375,000 | +3.0% | 12,821 | +3.0% | 0.01% | 0.0% |
| Q2 2021 | $364,000 | +32.4% | 12,446 | +26.6% | 0.01% | +60.0% |
| Q1 2021 | $275,000 | +2400.0% | 9,830 | +2556.8% | 0.01% | – |
| Q4 2020 | $11,000 | – | 370 | – | 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% |