DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,902,351 | +26.1% | 915,448 | +31.9% | 4.81% | +20.9% |
| Q2 2023 | $18,958,092 | +13.0% | 693,927 | +11.4% | 3.97% | +1.4% |
| Q1 2023 | $16,783,294 | +32.1% | 622,757 | +22.7% | 3.92% | +19.7% |
| Q4 2022 | $12,703,919 | +40.2% | 507,345 | +20.8% | 3.27% | +31.4% |
| Q3 2022 | $9,062,000 | +10.6% | 420,119 | +23.7% | 2.49% | -2.2% |
| Q2 2022 | $8,197,000 | +1.8% | 339,542 | +18.7% | 2.55% | +9.3% |
| Q1 2022 | $8,054,000 | +19.8% | 286,125 | +25.9% | 2.33% | +28.2% |
| Q4 2021 | $6,721,000 | +79.1% | 227,286 | +75.1% | 1.82% | +62.7% |
| Q3 2021 | $3,752,000 | +130.0% | 129,774 | +132.5% | 1.12% | +125.2% |
| Q2 2021 | $1,631,000 | – | 55,822 | – | 0.50% | – |
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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% |