DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 85 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,157,848 | -5.2% | 1,040,132 | -0.8% | 0.48% | +5.5% |
| Q2 2023 | $28,644,775 | +8.2% | 1,048,491 | +6.7% | 0.46% | -2.8% |
| Q1 2023 | $26,473,686 | +14.6% | 982,326 | +6.5% | 0.47% | +5.6% |
| Q4 2022 | $23,101,779 | +26.4% | 922,595 | +8.9% | 0.44% | +13.2% |
| Q3 2022 | $18,275,000 | +15.9% | 847,225 | +29.7% | 0.39% | +9.2% |
| Q2 2022 | $15,767,000 | +9.9% | 653,163 | +28.1% | 0.36% | +27.2% |
| Q1 2022 | $14,348,000 | -10.7% | 509,689 | -6.2% | 0.28% | -10.2% |
| Q4 2021 | $16,073,000 | +79.8% | 543,568 | +75.8% | 0.32% | +46.5% |
| Q3 2021 | $8,939,000 | +334.8% | 309,182 | +339.3% | 0.22% | +313.5% |
| Q2 2021 | $2,056,000 | +276.6% | 70,375 | +259.7% | 0.05% | +246.7% |
| Q1 2021 | $546,000 | – | 19,566 | – | 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% |