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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $44,858,850 | +20.9% | 1,566,301 | +10.2% | 4.93% | +10.2% |
| Q3 2023 | $37,106,500 | +4.0% | 1,421,160 | +8.9% | 4.47% | +6.3% |
| Q2 2023 | $35,668,488 | +22.4% | 1,305,582 | +20.7% | 4.21% | +16.5% |
| Q1 2023 | $29,147,207 | +15.6% | 1,081,529 | +7.4% | 3.61% | +12.5% |
| Q4 2022 | $25,217,290 | +36.6% | 1,007,080 | +17.7% | 3.21% | +24.0% |
| Q3 2022 | $18,463,000 | +32.3% | 855,979 | +48.0% | 2.59% | +38.5% |
| Q2 2022 | $13,959,000 | +21.9% | 578,254 | +42.2% | 1.87% | +41.3% |
| Q1 2022 | $11,449,000 | +25.6% | 406,703 | +31.9% | 1.32% | +30.0% |
| Q4 2021 | $9,116,000 | +811.6% | 308,288 | +619.1% | 1.02% | +748.3% |
| Q3 2021 | $1,000,000 | – | 42,872 | – | 0.12% | – |
Download | ||||||
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% |