DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 236 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $63,150,047 | +13.6% | 2,128,415 | +15.7% | 0.12% | +6.1% |
| Q1 2024 | $55,581,516 | +20.3% | 1,839,230 | +14.0% | 0.12% | +4.5% |
| Q4 2023 | $46,201,778 | +11.4% | 1,613,191 | +1.6% | 0.11% | -0.9% |
| Q3 2023 | $41,459,907 | +14.2% | 1,587,909 | +19.5% | 0.11% | +14.4% |
| Q2 2023 | $36,313,941 | +113904.8% | 1,329,221 | +12.5% | 0.10% | +4.3% |
| Q1 2023 | $31,853 | +25.5% | 1,181,902 | +16.6% | 0.09% | +13.4% |
| Q4 2022 | $25,389 | -99.9% | 1,013,920 | +5.7% | 0.08% | -1.2% |
| Q3 2022 | $20,688,000 | +6.7% | 959,121 | +19.4% | 0.08% | +3.8% |
| Q2 2022 | $19,393,000 | +73.1% | 803,404 | +101.9% | 0.08% | +90.5% |
| Q1 2022 | $11,204,000 | +379.4% | 398,004 | +403.5% | 0.04% | +320.0% |
| Q4 2021 | $2,337,000 | – | 79,044 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 5,450,317 | $136,475,941 | 32.45% |
| Chico Wealth RIA | 935,505 | $23,425,045 | 26.20% |
| Cable Hill Partners, LLC | 4,408,558 | $110,390,299 | 19.77% |
| Moisand Fitzgerald Tamayo, LLC | 2,964,930 | $74,241,836 | 16.92% |
| RAM Investment Partners, LLC | 962,781 | $24,108,043 | 14.83% |
| Aquire Wealth Advisors, LLC | 830,859 | $20,804,709 | 10.35% |
| Spinnaker Investment Group, LLC | 1,043,219 | $26,122,196 | 9.29% |
| DecisionPoint Financial, LLC | 568,279 | $14,229,707 | 8.65% |
| Financial Alternatives, Inc | 323,593 | $8,102,760 | 8.05% |
| LEGACY FINANCIAL GROUP, INC. | 491,273 | $12,301,476 | 7.58% |