DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 234 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,280,759 | -2.3% | 1,006,540 | +2.2% | 10.96% | +2.1% |
| Q2 2023 | $26,902,141 | +10.0% | 984,705 | +8.5% | 10.73% | +0.3% |
| Q1 2023 | $24,452,166 | +17.5% | 907,316 | +9.2% | 10.70% | +3.4% |
| Q4 2022 | $20,804,709 | +79.6% | 830,859 | +54.7% | 10.35% | +54.0% |
| Q3 2022 | $11,582,000 | +40.6% | 536,968 | +57.3% | 6.72% | +39.8% |
| Q2 2022 | $8,240,000 | -24.5% | 341,349 | -11.9% | 4.81% | -17.2% |
| Q1 2022 | $10,911,000 | +49.1% | 387,605 | +56.6% | 5.81% | +51.7% |
| Q4 2021 | $7,320,000 | – | 247,536 | – | 3.83% | – |
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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% |