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 | $3,724,870 | -47.3% | 142,661 | -44.9% | 0.14% | -45.9% |
| Q2 2023 | $7,070,443 | +272.4% | 258,801 | +267.4% | 0.27% | +243.6% |
| Q1 2023 | $1,898,443 | +30.4% | 70,443 | +21.2% | 0.08% | +20.0% |
| Q4 2022 | $1,455,916 | +78.4% | 58,144 | +53.8% | 0.06% | +54.8% |
| Q3 2022 | $816,000 | +173.8% | 37,813 | +206.5% | 0.04% | +110.0% |
| Q2 2022 | $298,000 | -54.1% | 12,338 | -46.5% | 0.02% | -44.4% |
| Q1 2022 | $649,000 | +106.7% | 23,063 | +117.3% | 0.04% | +111.8% |
| Q4 2021 | $314,000 | – | 10,611 | – | 0.02% | – |
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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% |