DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,349,991 | +1.0% | 128,303 | +5.6% | 0.79% | +1.0% |
| Q2 2023 | $3,318,096 | +3.7% | 121,453 | +2.3% | 0.78% | -6.1% |
| Q1 2023 | $3,201,067 | +17.3% | 118,778 | +9.0% | 0.83% | +17.7% |
| Q4 2022 | $2,729,786 | +15.7% | 109,017 | -0.4% | 0.70% | +10.0% |
| Q3 2022 | $2,360,000 | +68.2% | 109,414 | +88.3% | 0.64% | +76.6% |
| Q2 2022 | $1,403,000 | – | 58,108 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 6,246,180 | $170,645,635 | 34.59% |
| Chico Wealth RIA | 786,315 | $21,482,126 | 25.60% |
| Cable Hill Partners, LLC | 4,820,643 | $131,699,972 | 17.18% |
| Moisand Fitzgerald Tamayo, LLC | 3,022,075 | $82,563,098 | 16.88% |
| Root Financial Partners, LLC | 889,038 | $24,288,515 | 14.46% |
| RAM Investment Partners, LLC | 1,174,132 | $32,077,281 | 13.41% |
| Plan Group Financial, LLC | 584,902 | $16,008,710 | 13.37% |
| Arista Wealth Management, LLC | 1,105,820 | $30,210,999 | 12.55% |
| Aquire Wealth Advisors, LLC | 984,705 | $26,902,141 | 10.73% |
| Spinnaker Investment Group, LLC | 1,066,368 | $29,252,437 | 9.63% |