DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,772,373 | -13.9% | 67,881 | -9.9% | 0.64% | -9.0% |
| Q2 2023 | $2,059,190 | -16.1% | 75,373 | -17.2% | 0.70% | -20.2% |
| Q1 2023 | $2,452,962 | +3.7% | 91,019 | -3.7% | 0.88% | -4.2% |
| Q4 2022 | $2,366,105 | +13.8% | 94,493 | -2.0% | 0.92% | +4.7% |
| Q3 2022 | $2,079,000 | -9.4% | 96,398 | +1.4% | 0.88% | -4.3% |
| Q2 2022 | $2,295,000 | +15.4% | 95,068 | +34.6% | 0.92% | +12.7% |
| Q1 2022 | $1,989,000 | +18.2% | 70,655 | +24.1% | 0.81% | +31.3% |
| Q4 2021 | $1,683,000 | – | 56,915 | – | 0.62% | – |
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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% |