DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 445 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,336,798 | +23.6% | 348,391 | +25.8% | 0.07% | +15.0% |
| Q1 2024 | $8,365,970 | +4.3% | 276,835 | -1.1% | 0.06% | -3.2% |
| Q4 2023 | $8,020,383 | +40.0% | 280,041 | +27.6% | 0.06% | +21.6% |
| 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 | 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% |