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 | $21,212,051 | -1.3% | 812,411 | +3.3% | 25.37% | -0.9% |
| Q2 2023 | $21,482,126 | +4.1% | 786,315 | +2.6% | 25.60% | -3.6% |
| Q1 2023 | $20,645,748 | -11.9% | 766,076 | -18.1% | 26.56% | +1.4% |
| Q4 2022 | $23,425,045 | +17.5% | 935,505 | +1.2% | 26.20% | +13.2% |
| Q3 2022 | $19,939,000 | +18.4% | 924,403 | +32.6% | 23.15% | +69.2% |
| Q2 2022 | $16,834,000 | -17.9% | 697,357 | -4.3% | 13.68% | -16.8% |
| Q1 2022 | $20,515,000 | – | 728,788 | – | 16.44% | – |
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% |