DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 234 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,573,989 | -7.4% | 213,481 | -3.1% | 0.01% | 0.0% |
| Q2 2023 | $6,019,968 | +2.9% | 220,350 | +1.5% | 0.01% | 0.0% |
| Q1 2023 | $5,852,584 | +8.3% | 217,165 | +0.6% | 0.01% | 0.0% |
| Q4 2022 | $5,406,483 | +40.6% | 215,914 | +21.2% | 0.01% | +33.3% |
| Q3 2022 | $3,844,000 | -9.9% | 178,207 | +0.8% | 0.01% | -14.3% |
| Q2 2022 | $4,266,000 | -10.7% | 176,711 | +4.1% | 0.01% | 0.0% |
| Q1 2022 | $4,778,000 | +35.1% | 169,716 | +41.9% | 0.01% | +40.0% |
| Q4 2021 | $3,536,000 | +50.7% | 119,574 | +47.3% | 0.01% | +66.7% |
| Q3 2021 | $2,347,000 | +155.7% | 81,173 | +158.3% | 0.00% | +200.0% |
| Q2 2021 | $918,000 | – | 31,427 | – | 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% |