DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 110 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,875,976 | +39.2% | 148,448 | +45.7% | 0.80% | +52.8% |
| Q2 2023 | $2,784,011 | +526.1% | 101,904 | +517.7% | 0.52% | +483.3% |
| Q1 2023 | $444,629 | -14.8% | 16,498 | -20.9% | 0.09% | +28.6% |
| Q4 2022 | $521,986 | +17.8% | 20,846 | +1.4% | 0.07% | -35.2% |
| Q3 2022 | $443,000 | -10.1% | 20,550 | +0.7% | 0.11% | +8.0% |
| Q2 2022 | $493,000 | -60.0% | 20,413 | -53.4% | 0.10% | -54.3% |
| Q1 2022 | $1,232,000 | +8.0% | 43,779 | +13.5% | 0.22% | +15.3% |
| Q4 2021 | $1,141,000 | +3.3% | 38,578 | +0.9% | 0.19% | -3.1% |
| Q3 2021 | $1,105,000 | – | 38,239 | – | 0.20% | – |
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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% |