DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 354 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,147,569 | +0.2% | 342,015 | +2.0% | 0.15% | -2.6% |
| Q1 2024 | $10,129,520 | +0.6% | 335,193 | -4.7% | 0.15% | -7.8% |
| Q4 2023 | $10,071,668 | +7.9% | 351,664 | -1.6% | 0.17% | -5.1% |
| Q3 2023 | $9,333,149 | -7.3% | 357,455 | -3.0% | 0.18% | -3.8% |
| Q2 2023 | $10,069,771 | +43.7% | 368,586 | +41.8% | 0.18% | -32.7% |
| Q1 2023 | $7,006,916 | +17.6% | 259,997 | +9.3% | 0.27% | +12.4% |
| Q4 2022 | $5,955,894 | +1183.6% | 237,855 | +1006.0% | 0.24% | +908.3% |
| Q3 2022 | $464,000 | -10.9% | 21,506 | -0.3% | 0.02% | -4.0% |
| Q2 2022 | $521,000 | -30.5% | 21,566 | -19.0% | 0.02% | -24.2% |
| Q1 2022 | $750,000 | -12.7% | 26,638 | -8.3% | 0.03% | 0.0% |
| Q4 2021 | $859,000 | – | 29,044 | – | 0.03% | – |
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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% |