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 | $14,486,980 | -2.1% | 559,775 | +3.5% | 3.73% | +1.5% |
Q2 2023 | $14,797,106 | -1.4% | 540,830 | -0.6% | 3.67% | -6.8% |
Q1 2023 | $15,010,202 | +4.9% | 543,848 | +3.0% | 3.94% | +2.0% |
Q4 2022 | $14,309,394 | +48.6% | 528,217 | +24.3% | 3.86% | +30.5% |
Q3 2022 | $9,628,000 | +23.9% | 425,072 | +38.8% | 2.96% | +31.5% |
Q2 2022 | $7,770,000 | +7.7% | 306,276 | +14.5% | 2.25% | +17.5% |
Q1 2022 | $7,213,000 | – | 267,559 | – | 1.92% | – |
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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% |