DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,559 | -4.4% | 14,077 | +0.1% | 0.20% | -8.1% |
| Q2 2023 | $384,370 | +1.5% | 14,069 | +0.1% | 0.22% | -8.3% |
| Q1 2023 | $378,627 | +11.6% | 14,049 | +3.7% | 0.24% | -0.8% |
| Q4 2022 | $339,142 | +7.0% | 13,544 | -7.7% | 0.24% | +7.5% |
| Q3 2022 | $317,000 | -30.3% | 14,679 | -22.1% | 0.23% | -12.7% |
| Q2 2022 | $455,000 | -15.4% | 18,842 | -1.4% | 0.26% | +0.8% |
| Q1 2022 | $538,000 | -1.5% | 19,118 | +3.6% | 0.26% | +2.0% |
| Q4 2021 | $546,000 | -20.3% | 18,456 | -22.1% | 0.25% | -29.2% |
| Q3 2021 | $685,000 | +3.6% | 23,689 | +4.7% | 0.36% | +0.3% |
| Q2 2021 | $661,000 | -18.4% | 22,625 | -22.1% | 0.36% | -23.3% |
| Q1 2021 | $810,000 | – | 29,048 | – | 0.46% | – |
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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% |