DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,078 | -8.5% | 462,567 | -4.2% | 0.05% | -11.5% |
| Q2 2023 | $13,198 | +3.8% | 483,075 | +2.4% | 0.05% | -10.3% |
| Q1 2023 | $12,710 | -0.4% | 471,631 | -7.5% | 0.06% | -9.4% |
| Q4 2022 | $12,761 | -99.9% | 509,640 | -38.3% | 0.06% | -39.6% |
| Q3 2022 | $17,806,000 | +14.9% | 825,482 | +28.6% | 0.11% | +11.6% |
| Q2 2022 | $15,496,000 | +89.4% | 641,908 | +120.9% | 0.10% | +97.9% |
| Q1 2022 | $8,182,000 | +18.5% | 290,649 | +24.4% | 0.05% | +11.6% |
| Q4 2021 | $6,907,000 | +6.4% | 233,575 | +4.0% | 0.04% | -4.4% |
| Q3 2021 | $6,490,000 | +12.0% | 224,500 | +13.2% | 0.04% | 0.0% |
| Q2 2021 | $5,796,000 | +38.8% | 198,367 | +32.4% | 0.04% | +18.4% |
| Q1 2021 | $4,176,000 | – | 149,814 | – | 0.04% | – |
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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% |