DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 248 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $265,799 | -15.1% | 8,958 | -13.5% | 0.07% | -17.6% |
| Q1 2024 | $312,978 | +5.9% | 10,357 | +0.4% | 0.08% | -6.6% |
| Q4 2023 | $295,543 | +9.8% | 10,319 | +0.1% | 0.09% | -6.2% |
| Q3 2023 | $269,171 | -5.2% | 10,309 | -0.8% | 0.10% | -5.8% |
| Q2 2023 | $283,854 | +2.0% | 10,390 | +0.7% | 0.10% | -3.7% |
| Q1 2023 | $278,166 | +7.5% | 10,322 | -0.1% | 0.11% | -11.6% |
| Q4 2022 | $258,807 | -7.2% | 10,336 | -20.0% | 0.12% | -17.1% |
| Q3 2022 | $279,000 | -16.2% | 12,917 | -6.4% | 0.15% | -14.6% |
| Q2 2022 | $333,000 | – | 13,796 | – | 0.17% | – |
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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% |