DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,943,136 | +1.5% | 534,015 | +6.2% | 4.64% | +2.1% |
| Q2 2023 | $13,743,138 | +10.1% | 503,043 | +8.6% | 4.54% | -0.2% |
| Q1 2023 | $12,482,691 | +32.3% | 463,180 | +23.0% | 4.55% | +16.4% |
| Q4 2022 | $9,432,193 | +24.1% | 376,685 | +6.9% | 3.91% | +2.8% |
| Q3 2022 | $7,600,000 | -26.5% | 352,326 | -17.7% | 3.80% | -21.2% |
| Q2 2022 | $10,340,000 | +45.8% | 428,315 | +70.1% | 4.82% | +43.0% |
| Q1 2022 | $7,090,000 | +211.6% | 251,852 | +227.4% | 3.37% | +168.5% |
| Q4 2021 | $2,275,000 | – | 76,928 | – | 1.26% | – |
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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% |