DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $528,701 | -1.8% | 20,249 | +2.8% | 0.21% | -1.9% |
| Q2 2023 | $538,395 | +6.3% | 19,707 | +4.9% | 0.21% | +0.5% |
| Q1 2023 | $506,364 | +27.8% | 18,789 | +18.7% | 0.21% | +17.4% |
| Q4 2022 | $396,358 | -50.1% | 15,829 | -57.1% | 0.18% | -55.1% |
| Q3 2022 | $795,000 | -51.6% | 36,875 | -45.8% | 0.40% | -44.4% |
| Q2 2022 | $1,644,000 | -57.8% | 68,097 | -50.7% | 0.71% | -52.1% |
| Q1 2022 | $3,892,000 | -7.4% | 138,257 | -2.7% | 1.49% | -10.2% |
| Q4 2021 | $4,203,000 | +9.3% | 142,124 | +6.9% | 1.65% | 0.0% |
| Q3 2021 | $3,845,000 | +6.1% | 132,996 | +7.2% | 1.65% | +6.8% |
| Q2 2021 | $3,624,000 | +44.9% | 124,019 | +38.3% | 1.55% | +26.9% |
| Q1 2021 | $2,501,000 | +81.6% | 89,701 | +72.8% | 1.22% | +59.6% |
| Q4 2020 | $1,377,000 | – | 51,906 | – | 0.76% | – |
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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% |