DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,114,173 | -44.6% | 195,870 | -42.6% | 0.01% | -52.9% |
| Q2 2023 | $9,239,414 | +2.4% | 341,112 | +2.1% | 0.02% | 0.0% |
| Q1 2023 | $9,018,778 | +13.5% | 334,052 | +5.2% | 0.02% | +6.2% |
| Q4 2022 | $7,946,000 | +25.7% | 317,402 | +8.3% | 0.02% | +14.3% |
| Q3 2022 | $6,320,000 | +4.2% | 292,992 | +16.9% | 0.01% | +7.7% |
| Q2 2022 | $6,063,000 | +193.9% | 250,622 | +26.1% | 0.01% | +225.0% |
| Q1 2022 | $2,063,000 | -55.9% | 198,809 | +26.0% | 0.00% | -55.6% |
| Q4 2021 | $4,681,000 | +20.7% | 157,741 | +18.0% | 0.01% | +12.5% |
| Q3 2021 | $3,878,000 | +77.3% | 133,666 | +79.1% | 0.01% | +60.0% |
| Q2 2021 | $2,187,000 | +130.5% | 74,652 | +122.0% | 0.01% | +150.0% |
| Q1 2021 | $949,000 | – | 33,634 | – | 0.00% | – |
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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% |