DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 352 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,170,466 | -5.2% | 83,128 | -0.8% | 1.96% | -2.0% |
| Q2 2023 | $2,290,355 | +0.9% | 83,834 | -0.4% | 2.00% | -5.0% |
| Q1 2023 | $2,268,930 | +14.4% | 84,190 | +7.1% | 2.11% | +5.2% |
| Q4 2022 | $1,983,195 | +21.4% | 78,620 | +4.7% | 2.00% | +8.7% |
| Q3 2022 | $1,633,000 | +54.2% | 75,109 | +73.5% | 1.84% | +61.6% |
| Q2 2022 | $1,059,000 | -14.5% | 43,298 | -0.3% | 1.14% | -0.1% |
| Q1 2022 | $1,239,000 | -10.0% | 43,442 | -5.5% | 1.14% | -3.7% |
| Q4 2021 | $1,377,000 | – | 45,986 | – | 1.19% | – |
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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% |