DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 | 5,714,652 | $154,009,879 | 33.98% |
Chico Wealth RIA | 766,076 | $20,645,748 | 26.56% |
Cable Hill Partners, LLC | 4,642,781 | $125,122,940 | 20.36% |
Moisand Fitzgerald Tamayo, LLC | 2,975,584 | $80,191,981 | 17.12% |
RAM Investment Partners, LLC | 1,052,184 | $28,356,362 | 15.27% |
Root Financial Partners, LLC | 761,611 | $20,525,423 | 14.64% |
Aquire Wealth Advisors, LLC | 907,316 | $24,452,166 | 10.70% |
Spinnaker Investment Group, LLC | 1,046,456 | $28,202,003 | 9.92% |
Consilium Wealth Advisory, LLC | 423,482 | $11,412,840 | 9.73% |
DecisionPoint Financial, LLC | 605,066 | $16,306,529 | 9.42% |