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 | $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 ↓ |
|---|---|---|---|
| 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% |