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 | $2,921,994 | -5.5% | 111,911 | -1.1% | 1.74% | -0.9% |
| Q2 2023 | $3,091,099 | +0.1% | 113,144 | -1.3% | 1.76% | -4.8% |
| Q1 2023 | $3,088,750 | +18.8% | 114,610 | +10.4% | 1.84% | +0.3% |
| Q4 2022 | $2,600,125 | +461.6% | 103,839 | +384.1% | 1.84% | +358.4% |
| Q3 2022 | $463,000 | +7.7% | 21,452 | +20.4% | 0.40% | +9.3% |
| Q2 2022 | $430,000 | +45.8% | 17,812 | +69.7% | 0.37% | +53.6% |
| Q1 2022 | $295,000 | – | 10,496 | – | 0.24% | – |
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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% |