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 | $1,479,426 | +4.7% | 56,661 | +9.5% | 0.02% | +20.0% |
| Q2 2023 | $1,413,575 | +7.8% | 51,741 | +6.3% | 0.02% | -6.2% |
| Q1 2023 | $1,311,198 | -10.8% | 48,653 | -17.1% | 0.02% | -68.6% |
| Q4 2022 | $1,469,773 | +32.2% | 58,697 | +13.8% | 0.05% | +15.9% |
| Q3 2022 | $1,112,000 | -15.8% | 51,568 | -5.8% | 0.04% | -17.0% |
| Q2 2022 | $1,321,000 | -0.5% | 54,719 | +16.0% | 0.05% | +12.8% |
| Q1 2022 | $1,328,000 | +10.0% | 47,178 | +15.6% | 0.05% | +17.5% |
| Q4 2021 | $1,207,000 | +10.9% | 40,825 | +8.4% | 0.04% | 0.0% |
| Q3 2021 | $1,088,000 | +7.3% | 37,648 | +8.5% | 0.04% | 0.0% |
| Q2 2021 | $1,014,000 | – | 34,693 | – | 0.04% | – |
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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% |