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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,408,135 | +23.6% | 84,083 | +12.7% | 0.72% | +16.0% |
| Q3 2023 | $1,948,059 | +59.1% | 74,610 | +66.4% | 0.62% | +57.9% |
| Q2 2023 | $1,224,698 | +65.6% | 44,828 | +63.4% | 0.39% | +57.4% |
| Q1 2023 | $739,484 | +7.0% | 27,439 | -0.6% | 0.25% | -0.4% |
| Q4 2022 | $690,907 | -15.0% | 27,592 | -26.8% | 0.25% | -21.6% |
| Q3 2022 | $813,000 | -57.0% | 37,705 | -51.9% | 0.32% | -54.0% |
| Q2 2022 | $1,892,000 | +86.2% | 78,384 | +117.1% | 0.69% | +113.9% |
| Q1 2022 | $1,016,000 | -16.7% | 36,100 | -12.5% | 0.32% | -18.6% |
| Q4 2021 | $1,220,000 | +10.6% | 41,244 | +8.1% | 0.40% | +2.1% |
| Q3 2021 | $1,103,000 | +26.2% | 38,162 | +27.5% | 0.39% | +20.4% |
| Q2 2021 | $874,000 | +4.8% | 29,928 | 0.0% | 0.32% | +6.6% |
| Q1 2021 | $834,000 | – | 29,928 | – | 0.30% | – |
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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% |