DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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% | – |
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% |