DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,093,775 | +36.6% | 41,891 | +43.0% | 0.22% | +44.8% |
| Q2 2023 | $800,476 | +152.1% | 29,300 | +148.7% | 0.15% | +140.6% |
| Q1 2023 | $317,498 | -3.0% | 11,781 | -9.9% | 0.06% | -4.5% |
| Q4 2022 | $327,398 | +396.1% | 13,075 | +325.5% | 0.07% | +415.4% |
| Q3 2022 | $66,000 | -23.3% | 3,073 | -13.4% | 0.01% | -23.5% |
| Q2 2022 | $86,000 | -24.6% | 3,548 | -12.7% | 0.02% | -10.5% |
| Q1 2022 | $114,000 | -2.6% | 4,065 | +2.8% | 0.02% | -9.5% |
| Q4 2021 | $117,000 | +39.3% | 3,955 | +35.9% | 0.02% | +31.2% |
| Q3 2021 | $84,000 | +7.7% | 2,910 | +9.2% | 0.02% | +14.3% |
| Q2 2021 | $78,000 | – | 2,665 | – | 0.01% | – |
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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% |