DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | 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% |