DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,464,209 | -10.0% | 56,078 | -5.8% | 1.02% | +8.2% |
| Q2 2023 | $1,626,423 | +8.3% | 59,532 | +6.8% | 0.94% | -12.5% |
| Q1 2023 | $1,502,452 | +8.0% | 55,750 | +0.3% | 1.08% | -5.8% |
| Q4 2022 | $1,391,655 | +1.5% | 55,577 | -12.5% | 1.14% | -20.9% |
| Q3 2022 | $1,371,000 | -5.8% | 63,551 | +5.4% | 1.44% | -3.3% |
| Q2 2022 | $1,455,000 | +6.1% | 60,288 | +23.8% | 1.49% | +62.7% |
| Q1 2022 | $1,371,000 | – | 48,701 | – | 0.92% | – |
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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% |