DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,035 | +19.2% | 112,608 | +10.8% | 1.24% | +9.9% |
| Q4 2022 | $2,546 | -99.9% | 101,660 | +11.8% | 1.13% | +21.3% |
| Q3 2022 | $1,962,000 | +9.7% | 90,944 | +22.7% | 0.93% | +13.9% |
| Q2 2022 | $1,789,000 | +74.9% | 74,116 | +103.9% | 0.82% | +96.2% |
| Q1 2022 | $1,023,000 | +49.3% | 36,350 | +57.0% | 0.42% | +56.6% |
| Q4 2021 | $685,000 | +116.8% | 23,159 | +111.7% | 0.27% | +102.3% |
| Q3 2021 | $316,000 | +50.5% | 10,939 | +52.0% | 0.13% | +45.1% |
| Q2 2021 | $210,000 | – | 7,197 | – | 0.09% | – |
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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% |