DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,137,573 | -0.4% | 81,868 | +4.2% | 0.21% | -1.4% |
| Q2 2023 | $2,145,931 | +8.4% | 78,548 | +6.9% | 0.21% | -9.4% |
| Q1 2023 | $1,979,451 | +10.1% | 73,449 | +2.3% | 0.23% | +9.9% |
| Q4 2022 | $1,797,697 | -2.9% | 71,793 | -16.4% | 0.21% | -11.2% |
| Q3 2022 | $1,851,000 | -4.4% | 85,833 | +7.0% | 0.24% | +2.1% |
| Q2 2022 | $1,937,000 | -7.6% | 80,225 | +7.8% | 0.24% | +3.1% |
| Q1 2022 | $2,096,000 | +16.1% | 74,441 | +21.9% | 0.23% | +6.5% |
| Q4 2021 | $1,805,000 | +20.5% | 61,054 | +17.8% | 0.21% | +13.2% |
| Q3 2021 | $1,498,000 | +46.4% | 51,830 | +48.0% | 0.19% | +46.5% |
| Q2 2021 | $1,023,000 | +58.6% | 35,027 | +51.5% | 0.13% | +41.8% |
| Q1 2021 | $645,000 | – | 23,119 | – | 0.09% | – |
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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% |