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 | $55,993,266 | -1.0% | 1,887,201 | +0.8% | 7.63% | -0.7% |
| Q1 2024 | $56,552,443 | +6.5% | 1,871,358 | +0.9% | 7.69% | +2.5% |
| Q4 2023 | $53,097,016 | +9.2% | 1,853,946 | -0.4% | 7.50% | -4.3% |
| 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 | 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% |