DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 352 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $588,076 | +16.1% | 22,523 | +21.4% | 0.00% | – |
| Q2 2023 | $506,731 | +235.9% | 18,548 | +231.3% | 0.00% | – |
| Q1 2023 | $150,866 | -12.3% | 5,598 | -18.5% | 0.00% | – |
| Q4 2022 | $172,000 | -70.3% | 6,869 | -74.4% | 0.00% | – |
| Q3 2022 | $580,000 | -14.2% | 26,869 | -4.1% | 0.00% | – |
| Q2 2022 | $676,000 | +106.1% | 28,018 | +140.3% | 0.00% | – |
| Q1 2022 | $328,000 | +127.8% | 11,660 | +139.5% | 0.00% | – |
| Q4 2021 | $144,000 | – | 4,869 | – | 0.00% | – |
Download | ||||||
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% |