DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 352 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
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 ↓ |
|---|---|---|---|
| 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% |