DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $400,266 | -4.4% | 15,330 | 0.0% | 0.24% | -10.2% |
| Q2 2023 | $418,816 | +1.4% | 15,330 | 0.0% | 0.27% | -7.0% |
| Q1 2023 | $413,144 | +27.3% | 15,330 | +18.3% | 0.29% | +21.7% |
| Q4 2022 | $324,543 | -45.4% | 12,961 | -47.3% | 0.24% | -69.0% |
| Q2 2022 | $594,000 | -12.1% | 24,608 | +2.5% | 0.76% | +7.5% |
| Q1 2022 | $676,000 | -4.8% | 23,998 | 0.0% | 0.71% | -7.0% |
| Q4 2021 | $710,000 | +8.2% | 23,998 | +5.8% | 0.76% | -31.0% |
| Q3 2021 | $656,000 | – | 22,681 | – | 1.10% | – |
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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% |