DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 85 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,038,477 | -5.4% | 729,164 | -1.0% | 0.01% | 0.0% |
| Q2 2023 | $20,115,547 | +6.4% | 736,294 | +5.0% | 0.01% | 0.0% |
| Q1 2023 | $18,897,498 | +6.9% | 701,206 | -0.6% | 0.01% | 0.0% |
| Q4 2022 | $17,672,557 | +1.1% | 705,773 | -12.9% | 0.01% | -10.0% |
| Q3 2022 | $17,477,000 | +78.8% | 810,269 | +100.1% | 0.01% | +100.0% |
| Q2 2022 | $9,774,000 | +16.3% | 404,894 | +35.6% | 0.01% | +25.0% |
| Q1 2022 | $8,405,000 | +5.8% | 298,587 | +11.1% | 0.00% | 0.0% |
| Q4 2021 | $7,947,000 | +8.6% | 268,755 | +6.2% | 0.00% | 0.0% |
| Q3 2021 | $7,315,000 | +20.3% | 253,025 | +21.6% | 0.00% | +33.3% |
| Q2 2021 | $6,079,000 | +44.5% | 208,035 | +37.9% | 0.00% | 0.0% |
| Q1 2021 | $4,206,000 | – | 150,872 | – | 0.00% | – |
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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% |