DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,636,352 | +103.2% | 215,869 | +112.6% | 0.05% | +113.0% |
| Q2 2023 | $2,773,910 | +55.8% | 101,534 | +53.7% | 0.02% | +43.8% |
| Q1 2023 | $1,780,345 | +13.2% | 66,061 | +5.1% | 0.02% | +6.7% |
| Q4 2022 | $1,573,239 | -59.8% | 62,829 | -65.4% | 0.02% | -80.8% |
| Q3 2022 | $3,915,000 | -9.8% | 181,510 | +1.0% | 0.08% | +13.0% |
| Q2 2022 | $4,339,000 | +229.5% | 179,726 | +284.0% | 0.07% | +263.2% |
| Q1 2022 | $1,317,000 | +6.8% | 46,800 | +12.2% | 0.02% | +5.6% |
| Q4 2021 | $1,233,000 | +54.5% | 41,696 | +51.0% | 0.02% | +38.5% |
| Q3 2021 | $798,000 | – | 27,605 | – | 0.01% | – |
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% |