DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 | 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% |