DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,759,409 | +8.0% | 526,978 | +13.0% | 0.70% | +8.7% |
| Q2 2023 | $12,740,506 | +26.5% | 466,344 | +24.8% | 0.64% | +12.2% |
| Q1 2023 | $10,074,440 | +29.3% | 373,820 | +20.1% | 0.57% | +23.0% |
| Q4 2022 | $7,793,152 | +13.3% | 311,228 | -2.4% | 0.46% | +15.4% |
| Q3 2022 | $6,876,000 | +12.2% | 318,787 | +25.5% | 0.40% | +13.5% |
| Q2 2022 | $6,131,000 | +26.7% | 253,995 | +47.8% | 0.36% | +57.8% |
| Q1 2022 | $4,839,000 | +58.7% | 171,902 | +66.7% | 0.22% | +56.2% |
| Q4 2021 | $3,050,000 | +371.4% | 103,140 | +361.1% | 0.14% | +336.4% |
| Q3 2021 | $647,000 | – | 22,368 | – | 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% |