DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,681,448 | -1.5% | 294,195 | +3.1% | 2.60% | +1.3% |
| Q2 2023 | $7,796,959 | +12.6% | 285,393 | +11.1% | 2.57% | +2.6% |
| Q1 2023 | $6,922,022 | +16.5% | 256,846 | +8.3% | 2.50% | +7.5% |
| Q4 2022 | $5,939,836 | +28.1% | 237,214 | +10.4% | 2.33% | +13.4% |
| Q3 2022 | $4,637,000 | -1.8% | 214,955 | +9.9% | 2.06% | +8.4% |
| Q2 2022 | $4,723,000 | -0.1% | 195,660 | +16.5% | 1.90% | +18.9% |
| Q1 2022 | $4,727,000 | +16.5% | 167,916 | +22.3% | 1.60% | +16.2% |
| Q4 2021 | $4,058,000 | +17.3% | 137,249 | +14.7% | 1.37% | +8.6% |
| Q3 2021 | $3,460,000 | +5.7% | 119,672 | +6.8% | 1.26% | +6.4% |
| Q2 2021 | $3,274,000 | +47.1% | 112,044 | +40.4% | 1.19% | +29.5% |
| Q1 2021 | $2,225,000 | – | 79,799 | – | 0.92% | – |
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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% |