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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,118,552 | -0.2% | 119,439 | +4.4% | 0.03% | 0.0% |
| Q2 2023 | $3,124,124 | +69.4% | 114,353 | +67.1% | 0.03% | +55.0% |
| Q1 2023 | $1,844,771 | +8.2% | 68,452 | +0.5% | 0.02% | +33.3% |
| Q4 2022 | $1,705,299 | -99.9% | 68,103 | -72.4% | 0.02% | -46.4% |
| Q3 2022 | $2,661,659,000 | +127925.9% | 246,568 | +186.3% | 0.03% | +33.3% |
| Q2 2022 | $2,079,000 | +39.2% | 86,117 | +62.2% | 0.02% | +31.2% |
| Q1 2022 | $1,494,000 | +50.6% | 53,077 | +58.3% | 0.02% | +60.0% |
| Q4 2021 | $992,000 | +24.6% | 33,539 | +21.8% | 0.01% | +25.0% |
| Q3 2021 | $796,000 | +124.2% | 27,543 | +126.7% | 0.01% | +100.0% |
| Q2 2021 | $355,000 | +20.7% | 12,151 | +10.5% | 0.00% | +33.3% |
| Q4 2020 | $294,000 | – | 10,994 | – | 0.00% | – |
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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% |