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 | $55,122,000 | +0.2% | 2,111,174 | +4.9% | 0.02% | +7.1% |
| Q2 2023 | $54,987,000 | -7.1% | 2,012,748 | -8.4% | 0.01% | -17.6% |
| Q1 2023 | $59,191,000 | +25.0% | 2,196,300 | +16.2% | 0.02% | +21.4% |
| Q4 2022 | $47,344,000 | +1142.6% | 1,890,766 | +970.6% | 0.01% | +1300.0% |
| Q3 2022 | $3,810,000 | +35.4% | 176,602 | +51.6% | 0.00% | 0.0% |
| Q2 2022 | $2,813,000 | -22.5% | 116,502 | -9.7% | 0.00% | 0.0% |
| Q1 2022 | $3,629,000 | +89.9% | 128,952 | +99.5% | 0.00% | – |
| Q4 2021 | $1,911,000 | +44.9% | 64,641 | +41.7% | 0.00% | – |
| Q3 2021 | $1,319,000 | +19.3% | 45,608 | +20.5% | 0.00% | – |
| Q2 2021 | $1,106,000 | +25.0% | 37,845 | +19.3% | 0.00% | – |
| Q1 2021 | $885,000 | +16.9% | 31,729 | +11.2% | 0.00% | – |
| Q4 2020 | $757,000 | – | 28,545 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 6,376,069 | $166,479,156 | 29.55% |
| Chico Wealth RIA | 812,411 | $21,212,051 | 25.37% |
| Cable Hill Partners, LLC | 5,010,654 | $130,828,214 | 17.66% |
| Moisand Fitzgerald Tamayo, LLC | 3,081,145 | $80,448,688 | 16.98% |
| Root Financial Partners, LLC | 1,019,407 | $26,616,721 | 14.10% |
| RAM Investment Partners, LLC | 1,234,295 | $32,227,455 | 13.63% |
| Arista Wealth Management, LLC | 1,216,951 | $31,774,600 | 12.44% |
| Aquire Wealth Advisors, LLC | 1,006,540 | $26,280,759 | 10.96% |
| Spinnaker Investment Group, LLC | 1,105,557 | $28,866,083 | 9.70% |
| Pioneer Wealth Management Group | 471,606 | $12,313,631 | 9.38% |