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 | $24,506,776 | -0.4% | 938,597 | +4.2% | 4.56% | +0.5% |
| Q2 2023 | $24,602,052 | +1.0% | 900,514 | -0.4% | 4.54% | -3.9% |
| Q1 2023 | $24,367,027 | +4.6% | 904,157 | -2.8% | 4.72% | -4.4% |
| Q4 2022 | $23,301,019 | +20.6% | 930,552 | +3.9% | 4.94% | +5.6% |
| Q3 2022 | $19,324,000 | +9.0% | 895,860 | +22.0% | 4.68% | +8.3% |
| Q2 2022 | $17,726,000 | +21.1% | 734,308 | +41.2% | 4.32% | +32.2% |
| Q1 2022 | $14,640,000 | +287.4% | 520,081 | +307.0% | 3.27% | +251.6% |
| Q4 2021 | $3,779,000 | +146.8% | 127,792 | +141.4% | 0.93% | +123.6% |
| Q3 2021 | $1,531,000 | – | 52,944 | – | 0.42% | – |
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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% |