DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 110 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,785 | +3.8% | 1,600,336 | +8.6% | 0.09% | +6.1% |
| Q2 2023 | $40,252 | +23.8% | 1,473,347 | +22.1% | 0.08% | +20.6% |
| Q1 2023 | $32,521 | +23.5% | 1,206,742 | +14.8% | 0.07% | +7.9% |
| Q4 2022 | $26,327 | -99.9% | 1,051,405 | -4.3% | 0.06% | +3.3% |
| Q3 2022 | $23,704,000 | -22.8% | 1,098,933 | -13.6% | 0.06% | -23.8% |
| Q2 2022 | $30,714,000 | -19.6% | 1,272,334 | -6.3% | 0.08% | -8.0% |
| Q1 2022 | $38,223,000 | +1.2% | 1,357,848 | +6.3% | 0.09% | +2.4% |
| Q4 2021 | $37,780,000 | +607.6% | 1,277,674 | +591.8% | 0.08% | +553.8% |
| Q3 2021 | $5,339,000 | +85.7% | 184,688 | +87.7% | 0.01% | +85.7% |
| Q2 2021 | $2,875,000 | +83.9% | 98,419 | +75.5% | 0.01% | +75.0% |
| Q1 2021 | $1,563,000 | – | 56,068 | – | 0.00% | – |
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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% |