DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,347,759 | -7.7% | 319,715 | -3.4% | 2.41% | -6.4% |
| Q2 2023 | $9,041,199 | +4.6% | 330,937 | +3.2% | 2.58% | -1.8% |
| Q1 2023 | $8,639,685 | +15.5% | 320,582 | +7.4% | 2.62% | +8.2% |
| Q4 2022 | $7,477,044 | +121.5% | 298,604 | +90.9% | 2.42% | +95.6% |
| Q3 2022 | $3,375,000 | +19.3% | 156,459 | +33.5% | 1.24% | +20.6% |
| Q2 2022 | $2,828,000 | +47.0% | 117,159 | +71.4% | 1.03% | +64.1% |
| Q1 2022 | $1,924,000 | -4.6% | 68,364 | +0.3% | 0.63% | -0.2% |
| Q4 2021 | $2,016,000 | +9.2% | 68,176 | +6.8% | 0.63% | +2.3% |
| Q3 2021 | $1,846,000 | +144.5% | 63,859 | +147.0% | 0.61% | +142.3% |
| Q2 2021 | $755,000 | +206.9% | 25,849 | +193.0% | 0.25% | +181.1% |
| Q1 2021 | $246,000 | – | 8,821 | – | 0.09% | – |
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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% |