DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |