DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $936,043 | +2.6% | 35,850 | +7.4% | 0.04% | +5.9% |
| Q2 2023 | $912,140 | +11.1% | 33,387 | +9.6% | 0.03% | +6.2% |
| Q1 2023 | $821,214 | +387265.1% | 30,472 | +260.0% | 0.03% | +166.7% |
| Q4 2022 | $212 | -99.7% | 8,465 | +171.7% | 0.01% | +200.0% |
| Q3 2022 | $67,000 | -67.3% | 3,115 | -63.4% | 0.00% | -50.0% |
| Q2 2022 | $205,000 | -14.6% | 8,509 | 0.0% | 0.01% | +33.3% |
| Q1 2022 | $240,000 | -4.8% | 8,509 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $252,000 | +24.1% | 8,509 | +21.4% | 0.01% | +20.0% |
| Q3 2021 | $203,000 | +35.3% | 7,009 | +36.3% | 0.01% | +25.0% |
| Q2 2021 | $150,000 | +1263.6% | 5,144 | +1186.0% | 0.00% | – |
| Q1 2021 | $11,000 | – | 400 | – | 0.00% | – |
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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% |