DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 234 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |