DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,157,482 | -15.5% | 120,930 | -11.6% | 2.12% | -13.2% |
| Q2 2023 | $3,738,215 | +15.1% | 136,831 | +13.6% | 2.44% | +8.5% |
| Q1 2023 | $3,247,232 | +29.7% | 120,491 | +20.5% | 2.25% | +22.0% |
| Q4 2022 | $2,502,947 | +88.1% | 99,958 | +62.0% | 1.84% | +78.4% |
| Q3 2022 | $1,331,000 | +12.6% | 61,710 | +26.0% | 1.03% | +17.8% |
| Q2 2022 | $1,182,000 | +80.5% | 48,984 | +110.5% | 0.88% | +109.3% |
| Q1 2022 | $655,000 | +120.5% | 23,271 | +131.5% | 0.42% | +126.5% |
| Q4 2021 | $297,000 | – | 10,051 | – | 0.18% | – |
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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% |