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 | $419,483 | -4.4% | 16,066 | 0.0% | 0.32% | -0.6% |
| Q2 2023 | $438,923 | +1.4% | 16,066 | 0.0% | 0.32% | -2.1% |
| Q1 2023 | $432,979 | -0.8% | 16,066 | -7.8% | 0.33% | -4.7% |
| Q4 2022 | $436,522 | -23.8% | 17,433 | -34.3% | 0.34% | -27.6% |
| Q3 2022 | $573,000 | -10.6% | 26,544 | 0.0% | 0.48% | -6.3% |
| Q2 2022 | $641,000 | -34.4% | 26,544 | -23.6% | 0.51% | -20.8% |
| Q1 2022 | $977,000 | +80.6% | 34,723 | +89.8% | 0.64% | +92.8% |
| Q4 2021 | $541,000 | +8.6% | 18,298 | +6.2% | 0.33% | +0.3% |
| Q3 2021 | $498,000 | +10.2% | 17,231 | +11.4% | 0.33% | +11.8% |
| Q2 2021 | $452,000 | +927.3% | 15,468 | +879.6% | 0.30% | +825.0% |
| Q1 2021 | $44,000 | +37.5% | 1,579 | +31.0% | 0.03% | +23.1% |
| Q4 2020 | $32,000 | – | 1,205 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 5,714,652 | $154,009,879 | 33.98% |
| Chico Wealth RIA | 766,076 | $20,645,748 | 26.56% |
| Cable Hill Partners, LLC | 4,642,781 | $125,122,940 | 20.36% |
| Moisand Fitzgerald Tamayo, LLC | 2,975,584 | $80,191,981 | 17.12% |
| RAM Investment Partners, LLC | 1,052,184 | $28,356,362 | 15.27% |
| Root Financial Partners, LLC | 761,611 | $20,525,423 | 14.64% |
| Aquire Wealth Advisors, LLC | 907,316 | $24,452,166 | 10.70% |
| Spinnaker Investment Group, LLC | 1,046,456 | $28,202,003 | 9.92% |
| Consilium Wealth Advisory, LLC | 423,482 | $11,412,840 | 9.73% |
| DecisionPoint Financial, LLC | 605,066 | $16,306,529 | 9.42% |