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 | $1,141,548 | -23.1% | 50,671 | -6.8% | 0.97% | -11.3% |
| Q2 2023 | $1,485,187 | -18.9% | 54,363 | +24.8% | 1.09% | -27.9% |
| Q1 2023 | $1,831,047 | -39.2% | 43,549 | -63.8% | 1.52% | -40.8% |
| Q4 2022 | $3,009,148 | +19.4% | 120,175 | +2.9% | 2.56% | +12.9% |
| Q3 2022 | $2,520,000 | -0.5% | 116,741 | +11.2% | 2.27% | +3.4% |
| Q2 2022 | $2,532,000 | -11.6% | 104,938 | +3.2% | 2.20% | +4.2% |
| Q1 2022 | $2,865,000 | +16.6% | 101,638 | +22.2% | 2.11% | +10.0% |
| Q4 2021 | $2,457,000 | – | 83,206 | – | 1.92% | – |
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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% |