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 | $761 | +58.5% | 29,130 | +65.7% | 0.42% | +61.8% |
| Q2 2023 | $480 | -4.0% | 17,580 | -5.3% | 0.26% | -9.4% |
| Q1 2023 | $500 | +48.4% | 18,560 | +37.7% | 0.29% | +38.2% |
| Q4 2022 | $337 | -100.0% | 13,475 | -64.3% | 0.21% | -63.6% |
| Q3 2022 | $813,000 | -8.4% | 37,695 | +2.5% | 0.57% | -8.1% |
| Q2 2022 | $888,000 | -10.1% | 36,770 | +4.8% | 0.62% | +3.7% |
| Q1 2022 | $988,000 | +14.6% | 35,090 | +20.4% | 0.60% | +12.4% |
| Q4 2021 | $862,000 | – | 29,140 | – | 0.53% | – |
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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% |