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 | $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 ↓ |
|---|---|---|---|
| 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% |