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 | $9,844,141 | +18.2% | 377,026 | +23.7% | 0.06% | +18.0% |
| Q2 2023 | $8,327,478 | +36.7% | 304,813 | +34.9% | 0.05% | +28.2% |
| Q1 2023 | $6,090,702 | +37.4% | 226,000 | +27.7% | 0.04% | +21.9% |
| Q4 2022 | $4,433,074 | +45.0% | 177,040 | +24.9% | 0.03% | +33.3% |
| Q3 2022 | $3,057,000 | +16.5% | 141,728 | +30.4% | 0.02% | +14.3% |
| Q2 2022 | $2,624,000 | +30.5% | 108,681 | +52.1% | 0.02% | +50.0% |
| Q1 2022 | $2,011,000 | – | 71,445 | – | 0.01% | – |
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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% |