DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,444,783 | +306.8% | 476,630 | +325.6% | 3.50% | +26.6% |
Q2 2023 | $3,059,548 | -40.2% | 111,997 | -41.0% | 2.77% | -10.4% |
Q1 2023 | $5,113,657 | +101.7% | 189,747 | +87.4% | 3.09% | +311.3% |
Q4 2022 | $2,535,023 | +21.0% | 101,234 | +4.2% | 0.75% | +10.1% |
Q3 2022 | $2,095,000 | -10.9% | 97,125 | -0.3% | 0.68% | -16.8% |
Q2 2022 | $2,352,000 | -22.2% | 97,431 | -9.3% | 0.82% | -27.7% |
Q1 2022 | $3,024,000 | -7.9% | 107,390 | -3.3% | 1.13% | -5.7% |
Q4 2021 | $3,283,000 | +564.6% | 111,008 | +549.5% | 1.20% | +451.4% |
Q3 2021 | $494,000 | +131.9% | 17,091 | +134.3% | 0.22% | +75.8% |
Q2 2021 | $213,000 | – | 7,296 | – | 0.12% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
OKABENA INVESTMENT SERVICES INC | 346,000 | $9,646,000 | 5.19% |
COWA, LLC | 211,795 | $5,980,000 | 3.59% |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 401,763 | $11,201,000 | 3.30% |
PBMares Wealth Management LLC | 124,409 | $3,469,000 | 2.83% |
Adams Chetwood Wealth Management LLC | 76,374 | $2,129,000 | 1.62% |
Better Money Decisions, LLC | 46,628 | $1,300,000 | 1.34% |
COLLECTIVE FAMILY OFFICE LLC | 89,701 | $2,501,000 | 1.22% |
FIRETHORN WEALTH PARTNERS, LLC | 46,648 | $1,301,000 | 1.21% |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 79,799 | $2,225,000 | 0.92% |
CVA Family Office, LLC | 81,348 | $2,268,000 | 0.86% |