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 | $2,702,887 | -3.9% | 103,519 | +0.6% | 0.34% | -1.2% |
Q2 2023 | $2,811,628 | +3.1% | 102,915 | +1.8% | 0.34% | -3.6% |
Q1 2023 | $2,725,783 | +7.7% | 101,142 | +0.1% | 0.36% | +1.4% |
Q4 2022 | $2,530,823 | +71.0% | 101,071 | +47.3% | 0.35% | +52.8% |
Q3 2022 | $1,480,000 | -9.5% | 68,626 | +1.2% | 0.23% | -6.9% |
Q2 2022 | $1,636,000 | +247.3% | 67,788 | +304.8% | 0.25% | +275.8% |
Q1 2022 | $471,000 | -4.7% | 16,744 | +0.2% | 0.07% | +1.5% |
Q4 2021 | $494,000 | – | 16,715 | – | 0.06% | – |
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% |