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 | $1,156,401 | -1.8% | 44,290 | +2.7% | 0.78% | -0.4% |
| Q2 2023 | $1,178,182 | +13.6% | 43,125 | +12.0% | 0.79% | +3.1% |
| Q1 2023 | $1,037,403 | +15.9% | 38,494 | +7.7% | 0.76% | +14.8% |
| Q4 2022 | $895,214 | +48.7% | 35,751 | +28.1% | 0.66% | +22.7% |
| Q3 2022 | $602,000 | -10.8% | 27,915 | -0.2% | 0.54% | -18.9% |
| Q2 2022 | $675,000 | +19.5% | 27,967 | +39.3% | 0.67% | +14.4% |
| Q1 2022 | $565,000 | +6.6% | 20,080 | +11.9% | 0.58% | +17.5% |
| Q4 2021 | $530,000 | – | 17,948 | – | 0.50% | – |
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% |