DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $165,276 | -28.2% | 6,330 | -24.9% | 0.03% | -22.9% |
| Q2 2023 | $230,307 | +1.4% | 8,430 | 0.0% | 0.04% | -2.8% |
| Q1 2023 | $227,188 | -13.0% | 8,430 | -19.2% | 0.04% | -18.2% |
| Q4 2022 | $261,167 | -99.9% | 10,430 | -14.7% | 0.04% | -8.3% |
| Q3 2022 | $263,779,000 | -22.7% | 12,229 | -13.4% | 0.05% | -17.2% |
| Q2 2022 | $341,074,000 | -3.4% | 14,129 | +12.7% | 0.06% | +5.5% |
| Q1 2022 | $353,029,000 | +5.3% | 12,541 | +10.6% | 0.06% | +10.0% |
| Q4 2021 | $335,353,000 | +76.2% | 11,341 | +72.2% | 0.05% | +61.3% |
| Q3 2021 | $190,372,000 | +111.4% | 6,585 | +113.7% | 0.03% | +106.7% |
| Q2 2021 | $90,056,000 | – | 3,082 | – | 0.02% | – |
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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% |