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 | $6,272,206 | +32.4% | 240,222 | +38.6% | 0.30% | +15.2% |
| Q2 2023 | $4,736,106 | +2.7% | 173,356 | +1.3% | 0.26% | -11.4% |
| Q1 2023 | $4,613,033 | +116.2% | 171,170 | +100.9% | 0.30% | +80.6% |
| Q4 2022 | $2,133,666 | -8.5% | 85,210 | -21.2% | 0.16% | +19.6% |
| Q3 2022 | $2,333,000 | -4.9% | 108,149 | +6.5% | 0.14% | -33.0% |
| Q2 2022 | $2,452,000 | +104.8% | 101,556 | +138.8% | 0.21% | +73.1% |
| Q1 2022 | $1,197,000 | +154.7% | 42,528 | +163.9% | 0.12% | +21.4% |
| Q4 2021 | $470,000 | – | 16,117 | – | 0.10% | – |
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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% |