DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,866,083 | -1.3% | 1,105,557 | +3.7% | 9.70% | +0.7% |
| Q2 2023 | $29,252,437 | +3.7% | 1,066,368 | +1.9% | 9.63% | -2.9% |
| Q1 2023 | $28,202,003 | +8.0% | 1,046,456 | +0.3% | 9.92% | +6.7% |
| Q4 2022 | $26,122,196 | +19.9% | 1,043,219 | +3.4% | 9.29% | +8.9% |
| Q3 2022 | $21,794,000 | +6.6% | 1,009,041 | +19.1% | 8.53% | +2.4% |
| Q2 2022 | $20,451,000 | -15.2% | 847,168 | +0.8% | 8.33% | +6.2% |
| Q1 2022 | $24,121,000 | +1.3% | 840,149 | +3.7% | 7.85% | -6.1% |
| Q4 2021 | $23,823,000 | – | 810,479 | – | 8.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RAM Investment Partners, LLC | 1,252,380 | $35,868,159 | 12.51% |
| Valued Wealth Advisors LLC | 490,778 | $12,814,218 | 11.84% |
| Stonehearth Capital Management, LLC | 551,987 | $15,808,903 | 7.77% |
| RVW Wealth, LLC | 1,566,301 | $44,858,850 | 4.93% |
| CATALYST PRIVATE WEALTH, LLC | 90,256 | $2,584,932 | 1.21% |
| Versant Capital Management, Inc | 84,083 | $2,408,135 | 0.72% |
| Pure Financial Advisors, LLC | 670,993 | $19,217,245 | 0.66% |
| Bromfield Sneider Wealth Advisors | 18,278 | $523,469 | 0.35% |
| Apella Capital, LLC | 222,604 | $6,281,892 | 0.35% |
| CGN Advisors LLC | 67,605 | $1,936,207 | 0.27% |