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 | $6,262,549 | -3.7% | 239,853 | +0.8% | 3.24% | -1.4% |
| Q2 2023 | $6,499,802 | -6.7% | 237,914 | -8.0% | 3.28% | -9.3% |
| Q1 2023 | $6,969,212 | +8.9% | 258,598 | +1.2% | 3.62% | -5.1% |
| Q4 2022 | $6,397,527 | +10.4% | 255,492 | -4.9% | 3.82% | -6.0% |
| Q3 2022 | $5,793,000 | +84.0% | 268,588 | +105.9% | 4.06% | +81.8% |
| Q2 2022 | $3,149,000 | -6.9% | 130,451 | +8.5% | 2.23% | -4.2% |
| Q1 2022 | $3,383,000 | +83.4% | 120,179 | +92.6% | 2.33% | +57.7% |
| Q4 2021 | $1,845,000 | – | 62,404 | – | 1.48% | – |
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% |