DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 110 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,411 | -4.6% | 322,148 | -0.2% | 0.04% | -2.5% |
| Q2 2023 | $8,821 | +8.8% | 322,882 | +7.3% | 0.04% | 0.0% |
| Q1 2023 | $8,111 | +13.0% | 300,959 | +5.0% | 0.04% | +8.1% |
| Q4 2022 | $7,177 | -99.9% | 286,637 | +11.7% | 0.04% | +19.4% |
| Q3 2022 | $5,533,000 | -3.3% | 256,522 | +8.2% | 0.03% | 0.0% |
| Q2 2022 | $5,722,000 | +19.4% | 237,018 | +39.2% | 0.03% | +40.9% |
| Q1 2022 | $4,794,000 | +461.4% | 170,317 | +489.7% | 0.02% | +450.0% |
| Q4 2021 | $854,000 | +28.0% | 28,881 | +25.2% | 0.00% | +33.3% |
| Q3 2021 | $667,000 | +38.1% | 23,061 | +39.6% | 0.00% | +50.0% |
| Q2 2021 | $483,000 | +4.1% | 16,522 | -0.6% | 0.00% | -33.3% |
| Q1 2021 | $464,000 | – | 16,626 | – | 0.00% | – |
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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% |