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 | $17,536,312 | +246.2% | 671,632 | +262.3% | 0.48% | +295.0% |
| Q2 2023 | $5,064,882 | +0.3% | 185,391 | -1.0% | 0.12% | -11.0% |
| Q1 2023 | $5,048,289 | +4.0% | 187,321 | -3.4% | 0.14% | -8.7% |
| Q4 2022 | $4,855,657 | -48.4% | 193,916 | -55.5% | 0.15% | -34.1% |
| Q3 2022 | $9,406,000 | +3.1% | 436,050 | +15.4% | 0.23% | -4.6% |
| Q2 2022 | $9,121,000 | +344.3% | 377,832 | +418.1% | 0.24% | +364.7% |
| Q1 2022 | $2,053,000 | – | 72,933 | – | 0.05% | – |
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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% |