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 | $11,378,790 | +0.7% | 435,802 | +5.3% | 4.91% | +1.5% |
| Q2 2023 | $11,301,519 | +23.1% | 413,672 | +21.5% | 4.84% | +7.0% |
| Q1 2023 | $9,177,364 | +19.3% | 340,533 | +10.8% | 4.52% | +5.3% |
| Q4 2022 | $7,694,091 | +44.8% | 307,272 | +24.7% | 4.30% | +22.7% |
| Q3 2022 | $5,313,000 | +2.9% | 246,318 | +15.1% | 3.50% | +0.9% |
| Q2 2022 | $5,164,000 | -4.3% | 213,917 | +11.6% | 3.47% | -17.5% |
| Q1 2022 | $5,395,000 | +46.1% | 191,662 | +53.5% | 4.21% | +81.4% |
| Q4 2021 | $3,693,000 | – | 124,898 | – | 2.32% | – |
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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% |