DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,729,055 | -35.7% | 219,420 | -31.5% | 0.05% | -33.8% |
| Q2 2023 | $8,908,185 | +34.9% | 320,351 | +30.8% | 0.08% | +22.2% |
| Q1 2023 | $6,601,344 | +110.7% | 244,947 | +6.9% | 0.06% | -60.1% |
| Q4 2022 | $3,133,437 | -35.0% | 229,191 | +2.5% | 0.16% | +187.3% |
| Q3 2022 | $4,822,000 | +158.3% | 223,541 | +189.0% | 0.06% | +223.5% |
| Q2 2022 | $1,867,000 | +159.3% | 77,345 | +202.4% | 0.02% | +183.3% |
| Q1 2022 | $720,000 | +65.9% | 25,579 | +74.3% | 0.01% | +100.0% |
| Q4 2021 | $434,000 | -26.4% | 14,672 | -28.2% | 0.00% | -25.0% |
| Q3 2021 | $590,000 | – | 20,434 | – | 0.00% | – |
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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% |