DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,258 | -4.1% | 3,304 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $89,991 | -63.7% | 3,294 | -64.2% | 0.01% | -66.7% |
| Q1 2023 | $248,212 | +3.0% | 9,210 | -4.3% | 0.02% | -4.0% |
| Q4 2022 | $241,031 | +16.4% | 9,626 | +0.1% | 0.02% | +8.7% |
| Q3 2022 | $207,000 | -79.3% | 9,616 | -79.3% | 0.02% | -78.7% |
| Q2 2022 | $999,000 | +143.7% | 46,422 | +218.4% | 0.11% | +176.9% |
| Q1 2022 | $410,000 | – | 14,578 | – | 0.04% | – |
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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% |