DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,065,144 | -4.4% | 79,094 | 0.0% | 0.09% | -9.7% |
| Q2 2023 | $2,160,848 | -8.1% | 79,094 | -9.4% | 0.10% | -5.5% |
| Q1 2023 | $2,352,169 | +16.6% | 87,279 | +8.3% | 0.11% | +17.2% |
| Q4 2022 | $2,017,423 | +38.1% | 80,568 | +18.9% | 0.09% | +25.7% |
| Q3 2022 | $1,461,000 | +9.8% | 67,743 | +22.8% | 0.07% | +27.6% |
| Q2 2022 | $1,331,000 | +11.0% | 55,146 | +29.4% | 0.06% | +31.8% |
| Q1 2022 | $1,199,000 | +4.8% | 42,601 | +10.1% | 0.04% | -2.2% |
| Q4 2021 | $1,144,000 | +39.5% | 38,676 | +36.3% | 0.04% | +25.0% |
| Q3 2021 | $820,000 | – | 28,376 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OKABENA INVESTMENT SERVICES INC | 346,000 | $9,646,000 | 5.19% |
| COWA, LLC | 211,795 | $5,980,000 | 3.59% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 401,763 | $11,201,000 | 3.30% |
| PBMares Wealth Management LLC | 124,409 | $3,469,000 | 2.83% |
| Adams Chetwood Wealth Management LLC | 76,374 | $2,129,000 | 1.62% |
| Better Money Decisions, LLC | 46,628 | $1,300,000 | 1.34% |
| COLLECTIVE FAMILY OFFICE LLC | 89,701 | $2,501,000 | 1.22% |
| FIRETHORN WEALTH PARTNERS, LLC | 46,648 | $1,301,000 | 1.21% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 79,799 | $2,225,000 | 0.92% |
| CVA Family Office, LLC | 81,348 | $2,268,000 | 0.86% |