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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,865,233 | -7.9% | 186,336 | -3.7% | 4.16% | -2.2% |
| Q2 2023 | $5,284,398 | +6.3% | 193,426 | +4.8% | 4.25% | +2.2% |
| Q1 2023 | $4,973,353 | +11.6% | 184,540 | +3.7% | 4.16% | +3.2% |
| Q4 2022 | $4,457,471 | +64.0% | 178,014 | +41.3% | 4.03% | +52.5% |
| Q3 2022 | $2,718,000 | +9.2% | 126,018 | +22.2% | 2.65% | +13.9% |
| Q2 2022 | $2,489,000 | +22.9% | 103,106 | +43.3% | 2.32% | +32.9% |
| Q1 2022 | $2,025,000 | +19.0% | 71,935 | +25.1% | 1.75% | +23.3% |
| Q4 2021 | $1,701,000 | +107.2% | 57,515 | +102.4% | 1.42% | +96.4% |
| Q3 2021 | $821,000 | +30.3% | 28,411 | +31.9% | 0.72% | +30.3% |
| Q2 2021 | $630,000 | – | 21,546 | – | 0.55% | – |
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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% |