DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 234 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,470,054 | -1.7% | 171,201 | +2.8% | 1.82% | +8.1% |
| Q2 2023 | $4,546,292 | +4.4% | 166,470 | +3.0% | 1.68% | +0.2% |
| Q1 2023 | $4,354,282 | +68.5% | 161,569 | +56.6% | 1.68% | +54.7% |
| Q4 2022 | $2,583,525 | +18.5% | 103,176 | +2.0% | 1.08% | +12.1% |
| Q3 2022 | $2,181,000 | -14.0% | 101,182 | -3.7% | 0.97% | -24.7% |
| Q2 2022 | $2,536,000 | -14.2% | 105,087 | +0.0% | 1.29% | -9.6% |
| Q1 2022 | $2,957,000 | -0.8% | 105,071 | +4.2% | 1.42% | +3.9% |
| Q4 2021 | $2,981,000 | +17.5% | 100,856 | -4.0% | 1.37% | +6.5% |
| Q2 2021 | $2,536,000 | – | 105,087 | – | 1.29% | – |
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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% |