DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,609,715 | -44.8% | 674,443 | -42.3% | 0.71% | +13.9% |
| Q2 2023 | $31,928,310 | +125.5% | 1,168,678 | +122.5% | 0.63% | -22.1% |
| Q1 2023 | $14,158,624 | +25.7% | 525,366 | +16.8% | 0.80% | +130.7% |
| Q4 2022 | $11,263,636 | +198.1% | 449,826 | +156.8% | 0.35% | +6.7% |
| Q3 2022 | $3,779,000 | -0.0% | 175,188 | +11.9% | 0.33% | +3.5% |
| Q2 2022 | $3,780,000 | +35.6% | 156,585 | +58.2% | 0.32% | +60.4% |
| Q1 2022 | $2,787,000 | -5.3% | 98,998 | -0.6% | 0.20% | -6.6% |
| Q4 2021 | $2,944,000 | +14.4% | 99,572 | +11.8% | 0.21% | -5.4% |
| Q3 2021 | $2,574,000 | +26.4% | 89,051 | +27.7% | 0.22% | +23.2% |
| Q2 2021 | $2,037,000 | +50.0% | 69,725 | +43.2% | 0.18% | +30.2% |
| Q1 2021 | $1,358,000 | +1497.6% | 48,696 | +1422.7% | 0.14% | +1290.0% |
| Q4 2020 | $85,000 | -97.8% | 3,198 | -98.2% | 0.01% | -96.9% |
| Q3 2011 | $3,779,000 | – | 175,188 | – | 0.33% | – |
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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% |