DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $40,986,460 | – | 1,569,761 | – | 1.42% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SYM FINANCIAL Corp | 5,714,652 | $154,009,879 | 33.98% |
Chico Wealth RIA | 766,076 | $20,645,748 | 26.56% |
Cable Hill Partners, LLC | 4,642,781 | $125,122,940 | 20.36% |
Moisand Fitzgerald Tamayo, LLC | 2,975,584 | $80,191,981 | 17.12% |
RAM Investment Partners, LLC | 1,052,184 | $28,356,362 | 15.27% |
Root Financial Partners, LLC | 761,611 | $20,525,423 | 14.64% |
Aquire Wealth Advisors, LLC | 907,316 | $24,452,166 | 10.70% |
Spinnaker Investment Group, LLC | 1,046,456 | $28,202,003 | 9.92% |
Consilium Wealth Advisory, LLC | 423,482 | $11,412,840 | 9.73% |
DecisionPoint Financial, LLC | 605,066 | $16,306,529 | 9.42% |