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 | $1,767,282 | -3.3% | 67,686 | +1.2% | 0.38% | +1.9% |
| Q2 2023 | $1,827,736 | -0.4% | 66,901 | -8.7% | 0.37% | -1.9% |
| Q1 2023 | $1,834,401 | 0.0% | 73,259 | 0.0% | 0.38% | 0.0% |
| Q4 2022 | $1,834,401 | +19.0% | 73,259 | +2.4% | 0.38% | +2.7% |
| Q3 2022 | $1,542,000 | -29.8% | 71,509 | -21.5% | 0.37% | -26.7% |
| Q2 2022 | $2,198,000 | -36.2% | 91,056 | -25.6% | 0.50% | -33.8% |
| Q1 2022 | $3,445,000 | +35.2% | 122,379 | +42.0% | 0.76% | +35.7% |
| Q4 2021 | $2,548,000 | +5.9% | 86,153 | +3.5% | 0.56% | +3.3% |
| Q3 2021 | $2,406,000 | +22.3% | 83,228 | +23.6% | 0.54% | +19.2% |
| Q2 2021 | $1,967,000 | +90.6% | 67,322 | +81.8% | 0.45% | +62.4% |
| Q1 2021 | $1,032,000 | +309.5% | 37,027 | +289.8% | 0.28% | +262.3% |
| Q4 2020 | $252,000 | – | 9,500 | – | 0.08% | – |
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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% |