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 | $10,678,561 | +18.0% | 408,984 | +23.4% | 4.50% | +19.0% |
| Q2 2023 | $9,053,155 | +14.8% | 331,375 | +13.2% | 3.78% | +8.1% |
| Q1 2023 | $7,886,361 | +21.0% | 292,629 | +12.5% | 3.50% | +8.7% |
| Q4 2022 | $6,515,678 | +108.2% | 260,211 | +79.3% | 3.22% | +102.5% |
| Q3 2022 | $3,129,605 | +251.5% | 145,091 | +293.4% | 1.59% | +256.3% |
| Q2 2022 | $890,363 | +36.8% | 36,883 | +59.6% | 0.45% | +28.5% |
| Q1 2022 | $650,672 | +223.0% | 23,114 | +239.3% | 0.35% | +100.6% |
| Q4 2021 | $201,461 | – | 6,813 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OKABENA INVESTMENT SERVICES INC | 346,000 | $9,646,000 | 5.19% |
| COWA, LLC | 211,795 | $5,980,000 | 3.59% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 401,763 | $11,201,000 | 3.30% |
| PBMares Wealth Management LLC | 124,409 | $3,469,000 | 2.83% |
| Adams Chetwood Wealth Management LLC | 76,374 | $2,129,000 | 1.62% |
| Better Money Decisions, LLC | 46,628 | $1,300,000 | 1.34% |
| COLLECTIVE FAMILY OFFICE LLC | 89,701 | $2,501,000 | 1.22% |
| FIRETHORN WEALTH PARTNERS, LLC | 46,648 | $1,301,000 | 1.21% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 79,799 | $2,225,000 | 0.92% |
| CVA Family Office, LLC | 81,348 | $2,268,000 | 0.86% |