DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 354 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,846,473 | -5.8% | 223,917 | -1.5% | 0.02% | -46.9% |
| Q2 2023 | $6,208,771 | -0.5% | 227,261 | -1.8% | 0.03% | +146.2% |
| Q1 2023 | $6,238,682 | +24.7% | 231,491 | +15.9% | 0.01% | +18.2% |
| Q4 2022 | $5,003,017 | +1375.8% | 199,801 | +1169.8% | 0.01% | +1000.0% |
| Q3 2022 | $339,000 | -37.0% | 15,735 | -29.4% | 0.00% | 0.0% |
| Q2 2022 | $538,000 | -37.9% | 22,293 | -27.5% | 0.00% | -50.0% |
| Q1 2022 | $866,000 | +211.5% | 30,750 | +227.1% | 0.00% | +100.0% |
| Q4 2021 | $278,000 | +2.2% | 9,401 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $272,000 | -1.1% | 9,401 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $275,000 | – | 9,401 | – | 0.00% | – |
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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% |