DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 110 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,936,207 | +12.2% | 67,605 | +2.3% | 0.27% | +15.5% |
| Q3 2023 | $1,724,957 | -2.0% | 66,065 | +2.6% | 0.23% | -7.9% |
| Q2 2023 | $1,759,517 | -4.3% | 64,404 | -5.6% | 0.25% | -13.1% |
| Q1 2023 | $1,838,152 | +20.9% | 68,206 | +12.4% | 0.29% | +8.6% |
| Q4 2022 | $1,519,978 | +0.9% | 60,702 | -13.1% | 0.27% | -29.4% |
| Q3 2022 | $1,507,000 | +19.0% | 69,864 | +33.2% | 0.38% | +5.9% |
| Q2 2022 | $1,266,000 | -38.6% | 52,457 | -28.4% | 0.36% | -30.5% |
| Q1 2022 | $2,061,000 | +110.5% | 73,220 | +121.1% | 0.51% | +101.6% |
| Q4 2021 | $979,000 | +36.9% | 33,110 | +33.9% | 0.26% | +9.0% |
| Q3 2021 | $715,000 | +10.0% | 24,731 | +11.1% | 0.23% | +14.1% |
| Q2 2021 | $650,000 | +36.3% | 22,255 | +30.0% | 0.20% | +19.2% |
| Q1 2021 | $477,000 | – | 17,117 | – | 0.17% | – |
Download | ||||||
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% |