DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,694,423 | -8.7% | 171,831 | -9.9% | 2.65% | -14.1% |
| Q1 2023 | $5,141,063 | +876.5% | 190,763 | +807.3% | 3.08% | +688.7% |
| Q4 2022 | $526,491 | -3.7% | 21,026 | -17.2% | 0.39% | -9.9% |
| Q3 2022 | $547,000 | +36.8% | 25,380 | +53.1% | 0.43% | +48.1% |
| Q2 2022 | $400,000 | +96.1% | 16,572 | +140.7% | 0.29% | +132.5% |
| Q4 2021 | $204,000 | – | 6,884 | – | 0.13% | – |
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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% |