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 | $4,698,253 | -4.1% | 179,940 | +0.4% | 0.05% | -1.9% |
| Q2 2023 | $4,898,434 | +12.0% | 179,298 | +10.4% | 0.05% | +6.1% |
| Q1 2023 | $4,375,117 | +28.9% | 162,342 | +19.7% | 0.05% | +22.5% |
| Q4 2022 | $3,395,474 | +27.1% | 135,602 | +9.5% | 0.04% | +14.3% |
| Q3 2022 | $2,672,000 | +18.3% | 123,856 | +32.4% | 0.04% | +25.0% |
| Q2 2022 | $2,258,000 | +87.1% | 93,530 | +118.1% | 0.03% | +115.4% |
| Q1 2022 | $1,207,000 | +7.4% | 42,880 | +12.8% | 0.01% | +8.3% |
| Q4 2021 | $1,124,000 | +2.3% | 38,000 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $1,099,000 | +38.8% | 38,000 | +40.2% | 0.01% | +44.4% |
| Q2 2021 | $792,000 | – | 27,100 | – | 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% |