DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 234 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,111,670 | +1.2% | 157,475 | +5.9% | 3.09% | +0.2% |
| Q2 2023 | $4,062,757 | +1.2% | 148,710 | -0.2% | 3.08% | -4.6% |
| Q1 2023 | $4,014,176 | -39.3% | 148,949 | -43.6% | 3.23% | -49.5% |
| Q4 2022 | $6,613,214 | -11.6% | 264,106 | -23.8% | 6.40% | -18.2% |
| Q3 2022 | $7,481,000 | -25.9% | 346,809 | -17.0% | 7.82% | -14.2% |
| Q2 2022 | $10,091,000 | -2.6% | 418,040 | +13.6% | 9.12% | +12.3% |
| Q1 2022 | $10,360,000 | +23.3% | 368,046 | +29.5% | 8.12% | -0.4% |
| Q4 2021 | $8,404,000 | – | 284,215 | – | 8.16% | – |
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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% |