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 | $48,613,843 | -6.7% | 1,861,886 | -2.3% | 7.84% | +8.0% |
| Q2 2023 | $52,080,679 | +0.4% | 1,906,321 | -1.0% | 7.26% | -3.9% |
| Q1 2023 | $51,870,832 | +7905.1% | 1,924,706 | +7337.6% | 7.55% | +7379.2% |
| Q4 2022 | $647,976 | +39.6% | 25,878 | +20.3% | 0.10% | +24.7% |
| Q3 2022 | $464,000 | -34.6% | 21,504 | -26.9% | 0.08% | -31.9% |
| Q2 2022 | $710,000 | – | 29,398 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 6,246,180 | $170,645,635 | 34.59% |
| Chico Wealth RIA | 786,315 | $21,482,126 | 25.60% |
| Cable Hill Partners, LLC | 4,820,643 | $131,699,972 | 17.18% |
| Moisand Fitzgerald Tamayo, LLC | 3,022,075 | $82,563,098 | 16.88% |
| Root Financial Partners, LLC | 889,038 | $24,288,515 | 14.46% |
| RAM Investment Partners, LLC | 1,174,132 | $32,077,281 | 13.41% |
| Plan Group Financial, LLC | 584,902 | $16,008,710 | 13.37% |
| Arista Wealth Management, LLC | 1,105,820 | $30,210,999 | 12.55% |
| Aquire Wealth Advisors, LLC | 984,705 | $26,902,141 | 10.73% |
| Spinnaker Investment Group, LLC | 1,066,368 | $29,252,437 | 9.63% |