DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 445 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,392,927 | -3.6% | 181,763 | -1.8% | 0.05% | -4.0% |
| Q1 2024 | $5,594,494 | +4.0% | 185,125 | -1.5% | 0.05% | -5.7% |
| Q4 2023 | $5,381,128 | +14.5% | 187,888 | +4.4% | 0.05% | +3.9% |
| 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 | 5,450,317 | $136,475,941 | 32.45% |
| Chico Wealth RIA | 935,505 | $23,425,045 | 26.20% |
| Cable Hill Partners, LLC | 4,408,558 | $110,390,299 | 19.77% |
| Moisand Fitzgerald Tamayo, LLC | 2,964,930 | $74,241,836 | 16.92% |
| RAM Investment Partners, LLC | 962,781 | $24,108,043 | 14.83% |
| Aquire Wealth Advisors, LLC | 830,859 | $20,804,709 | 10.35% |
| Spinnaker Investment Group, LLC | 1,043,219 | $26,122,196 | 9.29% |
| DecisionPoint Financial, LLC | 568,279 | $14,229,707 | 8.65% |
| Financial Alternatives, Inc | 323,593 | $8,102,760 | 8.05% |
| LEGACY FINANCIAL GROUP, INC. | 491,273 | $12,301,476 | 7.58% |