DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,234,785 | +1.7% | 353,688 | +6.4% | 3.20% | +6.8% |
Q2 2023 | $9,079,423 | +4.0% | 332,336 | +2.6% | 2.99% | +6.3% |
Q1 2023 | $8,730,679 | +15.2% | 323,958 | +7.1% | 2.81% | +14.5% |
Q4 2022 | $7,577,066 | +19.1% | 302,598 | +2.6% | 2.46% | +9.3% |
Q3 2022 | $6,362,000 | -2.6% | 294,952 | +9.0% | 2.25% | +7.0% |
Q2 2022 | $6,533,000 | -6.9% | 270,616 | +8.5% | 2.10% | +10.4% |
Q1 2022 | $7,020,000 | +66.1% | 249,384 | +74.5% | 1.90% | +65.0% |
Q4 2021 | $4,227,000 | +8.6% | 142,950 | +6.1% | 1.15% | +5.9% |
Q3 2021 | $3,894,000 | +3.2% | 134,682 | +4.2% | 1.09% | -2.1% |
Q2 2021 | $3,775,000 | +7.6% | 129,205 | +2.7% | 1.11% | +67.5% |
Q1 2021 | $3,509,000 | – | 125,860 | – | 0.66% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
OKABENA INVESTMENT SERVICES INC | 346,000 | $9,646,000 | 5.19% |
COWA, LLC | 211,795 | $5,980,000 | 3.59% |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 401,763 | $11,201,000 | 3.30% |
PBMares Wealth Management LLC | 124,409 | $3,469,000 | 2.83% |
Adams Chetwood Wealth Management LLC | 76,374 | $2,129,000 | 1.62% |
Better Money Decisions, LLC | 46,628 | $1,300,000 | 1.34% |
COLLECTIVE FAMILY OFFICE LLC | 89,701 | $2,501,000 | 1.22% |
FIRETHORN WEALTH PARTNERS, LLC | 46,648 | $1,301,000 | 1.21% |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 79,799 | $2,225,000 | 0.92% |
CVA Family Office, LLC | 81,348 | $2,268,000 | 0.86% |