DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 234 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $384,175 | -5.0% | 14,714 | -0.6% | 0.08% | -5.7% |
| Q2 2023 | $404,367 | +25.8% | 14,801 | +24.1% | 0.09% | -4.4% |
| Q1 2023 | $321,414 | -4.8% | 11,926 | -11.6% | 0.09% | -10.8% |
| Q4 2022 | $337,669 | -57.7% | 13,485 | -63.5% | 0.10% | -59.7% |
| Q3 2022 | $798,000 | +25.5% | 36,979 | +40.4% | 0.25% | +44.6% |
| Q2 2022 | $636,000 | +5.0% | 26,347 | +22.3% | 0.18% | +11.5% |
| Q1 2022 | $606,000 | +293.5% | 21,540 | +313.8% | 0.16% | +313.2% |
| Q4 2021 | $154,000 | – | 5,206 | – | 0.04% | – |
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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% |