DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,546,173 | +15.3% | 672,010 | +20.7% | 1.66% | +21.1% |
| Q2 2023 | $15,213,374 | +5.6% | 556,858 | +4.2% | 1.37% | +0.7% |
| Q1 2023 | $14,401,853 | +11.3% | 534,392 | +3.4% | 1.36% | +7.2% |
| Q4 2022 | $12,944,770 | +413.1% | 516,964 | +342.0% | 1.27% | +357.4% |
| Q3 2022 | $2,523,000 | +65.1% | 116,953 | +84.8% | 0.28% | +72.0% |
| Q2 2022 | $1,528,000 | +83.0% | 63,298 | +113.4% | 0.16% | +103.8% |
| Q1 2022 | $835,000 | +344.1% | 29,660 | +366.2% | 0.08% | +338.9% |
| Q4 2021 | $188,000 | – | 6,362 | – | 0.02% | – |
Download | ||||||
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% |