DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 57 filers reported holding DIMENSIONAL ETF TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,433,360 | -4.4% | 361,293 | 0.0% | 7.34% | +1.6% |
Q2 2023 | $9,870,525 | +49188.5% | 361,293 | +180546.5% | 7.22% | +51500.0% |
Q1 2023 | $20,026 | -99.7% | 200 | -99.9% | 0.01% | -99.7% |
Q4 2022 | $6,742,771 | -2.7% | 269,280 | -16.2% | 4.46% | +33.4% |
Q3 2022 | $6,930,000 | -15.4% | 321,280 | -5.3% | 3.35% | -20.5% |
Q2 2022 | $8,190,000 | -14.2% | 339,280 | 0.0% | 4.21% | +4.3% |
Q1 2022 | $9,551,000 | -4.8% | 339,280 | +0.0% | 4.04% | +5.8% |
Q4 2021 | $10,031,000 | +0.3% | 339,240 | -2.0% | 3.81% | -27.6% |
Q3 2021 | $10,003,000 | -1.1% | 346,000 | 0.0% | 5.26% | +10.7% |
Q2 2021 | $10,110,000 | +4.8% | 346,000 | 0.0% | 4.76% | -8.5% |
Q1 2021 | $9,646,000 | +41.5% | 346,000 | +34.6% | 5.19% | +30.6% |
Q4 2020 | $6,819,000 | – | 257,125 | – | 3.98% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SYM FINANCIAL Corp | 6,246,180 | $170,645,635 | 34.59% |
Chico Wealth RIA | 786,315 | $21,482,126 | 25.60% |
Cable Hill Partners, LLC | 4,820,643 | $131,699,972 | 17.18% |
Moisand Fitzgerald Tamayo, LLC | 3,022,075 | $82,563,098 | 16.88% |
Root Financial Partners, LLC | 889,038 | $24,288,515 | 14.46% |
RAM Investment Partners, LLC | 1,174,132 | $32,077,281 | 13.41% |
Plan Group Financial, LLC | 584,902 | $16,008,710 | 13.37% |
Arista Wealth Management, LLC | 1,105,820 | $30,210,999 | 12.55% |
Aquire Wealth Advisors, LLC | 984,705 | $26,902,141 | 10.73% |
Spinnaker Investment Group, LLC | 1,066,368 | $29,252,437 | 9.63% |