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 | $11,990,834 | +25.7% | 459,243 | +31.5% | 4.35% | +25.2% |
| Q2 2023 | $9,540,781 | +12.0% | 349,223 | +10.5% | 3.47% | +5.4% |
| Q1 2023 | $8,519,181 | +30.8% | 316,111 | +21.5% | 3.30% | +23.9% |
| Q4 2022 | $6,514,820 | -20.7% | 260,177 | -31.7% | 2.66% | -34.5% |
| Q3 2022 | $8,214,000 | +13.8% | 380,815 | +27.3% | 4.06% | +18.6% |
| Q2 2022 | $7,219,000 | +15.0% | 299,039 | +34.1% | 3.43% | +18.0% |
| Q1 2022 | $6,275,000 | – | 222,921 | – | 2.90% | – |
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% |