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 | $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 | 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% |