DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,886,539 | -0.3% | 263,751 | +4.3% | 0.02% | +5.6% |
| Q2 2023 | $6,906,059 | +8.2% | 252,784 | +6.7% | 0.02% | +12.5% |
| Q1 2023 | $6,382,488 | +410085.6% | 236,827 | +281.1% | 0.02% | +300.0% |
| Q4 2022 | $1,556 | -99.8% | 62,144 | +41.1% | 0.00% | +33.3% |
| Q3 2022 | $950,000 | +346.0% | 44,048 | +399.0% | 0.00% | +200.0% |
| Q2 2022 | $213,000 | -14.5% | 8,828 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $249,000 | – | 8,828 | – | 0.00% | – |
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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% |