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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $588,433 | +37.1% | 22,537 | +43.5% | 0.25% | +36.2% |
| Q2 2023 | $429,126 | +19.8% | 15,707 | +18.2% | 0.18% | +8.2% |
| Q1 2023 | $358,279 | +62.5% | 13,294 | +51.0% | 0.17% | +52.7% |
| Q4 2022 | $220,477 | -24.0% | 8,805 | -34.5% | 0.11% | -30.4% |
| Q3 2022 | $290,000 | -24.7% | 13,433 | -15.8% | 0.16% | -19.1% |
| Q2 2022 | $385,000 | -48.1% | 15,948 | -39.5% | 0.20% | -42.7% |
| Q1 2022 | $742,000 | -4.7% | 26,363 | +0.1% | 0.35% | -3.9% |
| Q4 2021 | $779,000 | -1.4% | 26,334 | -3.7% | 0.36% | -10.0% |
| Q3 2021 | $790,000 | +14.3% | 27,334 | +15.7% | 0.40% | +3.4% |
| Q2 2021 | $691,000 | +18.1% | 23,632 | +12.6% | 0.39% | +6.6% |
| Q1 2021 | $585,000 | – | 20,985 | – | 0.36% | – |
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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% |