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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $26,351,242 | +5528.0% | 964,540 | +5451.6% | 5.50% | +4728.9% |
| Q1 2023 | $468,218 | +101.8% | 17,374 | +87.5% | 0.11% | +96.6% |
| Q4 2022 | $232,052 | +10.0% | 9,267 | +3.4% | 0.06% | +3.6% |
| Q3 2022 | $211,000 | +1218.8% | 8,966 | +1489.7% | 0.06% | +1020.0% |
| Q1 2022 | $16,000 | -5.9% | 564 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $17,000 | +183.3% | 564 | +186.3% | 0.01% | +150.0% |
| Q3 2021 | $6,000 | – | 197 | – | 0.00% | – |
Download | ||||||
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% |