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 | $3,429,679 | -10.3% | 131,355 | -6.1% | 0.23% | -7.1% |
| Q2 2023 | $3,823,133 | -0.1% | 139,939 | -1.5% | 0.25% | -2.7% |
| Q1 2023 | $3,827,951 | +3.1% | 142,039 | -4.2% | 0.26% | -1.5% |
| Q4 2022 | $3,712,906 | +7.8% | 148,279 | -7.1% | 0.26% | +3.1% |
| Q3 2022 | $3,443,000 | -50.8% | 159,603 | -44.9% | 0.26% | -50.1% |
| Q2 2022 | $6,991,000 | +121.7% | 289,615 | +158.6% | 0.51% | +141.0% |
| Q1 2022 | $3,153,000 | +5.8% | 112,011 | +11.2% | 0.21% | -10.9% |
| Q4 2021 | $2,980,000 | +60.2% | 100,769 | +56.7% | 0.24% | +46.9% |
| Q3 2021 | $1,860,000 | +1.6% | 64,321 | +2.7% | 0.16% | 0.0% |
| Q2 2021 | $1,830,000 | +113.8% | 62,640 | +104.1% | 0.16% | +90.6% |
| Q1 2021 | $856,000 | – | 30,688 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RAM Investment Partners, LLC | 1,252,380 | $35,868,159 | 12.51% |
| Valued Wealth Advisors LLC | 490,778 | $12,814,218 | 11.84% |
| Stonehearth Capital Management, LLC | 551,987 | $15,808,903 | 7.77% |
| RVW Wealth, LLC | 1,566,301 | $44,858,850 | 4.93% |
| CATALYST PRIVATE WEALTH, LLC | 90,256 | $2,584,932 | 1.21% |
| Versant Capital Management, Inc | 84,083 | $2,408,135 | 0.72% |
| Pure Financial Advisors, LLC | 670,993 | $19,217,245 | 0.66% |
| Bromfield Sneider Wealth Advisors | 18,278 | $523,469 | 0.35% |
| Apella Capital, LLC | 222,604 | $6,281,892 | 0.35% |
| CGN Advisors LLC | 67,605 | $1,936,207 | 0.27% |