DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 248 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,064,319 | +6.4% | 474,025 | +8.4% | 0.02% | 0.0% |
| Q1 2024 | $13,216,990 | -36.9% | 437,359 | -40.2% | 0.02% | -41.2% |
| Q4 2023 | $20,949,517 | +5.7% | 731,478 | -3.6% | 0.03% | -5.6% |
| Q3 2023 | $19,813,214 | +2.4% | 758,836 | +7.1% | 0.04% | +5.9% |
| Q2 2023 | $19,353,590 | -0.9% | 708,404 | -2.2% | 0.03% | -8.1% |
| Q1 2023 | $19,526,924 | +43.8% | 724,561 | +33.7% | 0.04% | +37.0% |
| Q4 2022 | $13,574,616 | +44.9% | 542,117 | +24.8% | 0.03% | +28.6% |
| Q3 2022 | $9,366,000 | +0.4% | 434,220 | +12.4% | 0.02% | +5.0% |
| Q2 2022 | $9,327,000 | +17.2% | 386,352 | +36.6% | 0.02% | +33.3% |
| Q1 2022 | $7,960,000 | – | 282,756 | – | 0.02% | – |
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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% |