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 | $4,878,162 | -3.5% | 186,831 | +1.0% | 0.44% | +2.5% |
| Q2 2023 | $5,054,585 | +6.7% | 185,014 | +5.3% | 0.43% | -0.2% |
| Q1 2023 | $4,736,477 | +11.9% | 175,751 | +4.0% | 0.43% | +4.1% |
| Q4 2022 | $4,232,894 | -1.8% | 169,045 | -15.4% | 0.42% | -3.3% |
| Q3 2022 | $4,312,000 | +125.8% | 199,884 | +152.7% | 0.43% | +128.7% |
| Q2 2022 | $1,910,000 | +56.0% | 79,102 | +82.0% | 0.19% | +147.4% |
| Q1 2022 | $1,224,000 | -24.1% | 43,472 | -20.3% | 0.08% | -23.2% |
| Q4 2021 | $1,612,000 | -2.5% | 54,517 | -4.7% | 0.10% | -13.9% |
| Q3 2021 | $1,653,000 | -57.0% | 57,192 | -56.5% | 0.12% | -54.9% |
| Q2 2021 | $3,846,000 | +13.5% | 131,610 | +8.3% | 0.26% | +5.8% |
| Q1 2021 | $3,388,000 | +188.1% | 121,536 | +174.0% | 0.24% | +153.7% |
| Q4 2020 | $1,176,000 | – | 44,350 | – | 0.10% | – |
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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% |