DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 85 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,291,217 | -1.9% | 355,849 | +2.6% | 0.48% | -1.6% |
| Q2 2023 | $9,473,401 | +6.2% | 346,757 | +4.8% | 0.49% | -14.1% |
| Q1 2023 | $8,920,666 | +17.5% | 331,008 | +9.2% | 0.57% | +5.4% |
| Q4 2022 | $7,591,878 | +26.0% | 303,190 | +8.6% | 0.54% | +17.0% |
| Q3 2022 | $6,024,000 | +441.7% | 279,257 | +506.2% | 0.46% | +446.4% |
| Q2 2022 | $1,112,000 | -6.2% | 46,067 | +9.4% | 0.08% | +9.1% |
| Q1 2022 | $1,185,000 | +5.4% | 42,104 | +10.8% | 0.08% | +16.7% |
| Q4 2021 | $1,124,000 | +6.9% | 38,012 | +4.6% | 0.07% | -9.6% |
| Q3 2021 | $1,051,000 | +15.9% | 36,340 | +17.1% | 0.07% | -1.4% |
| Q2 2021 | $907,000 | – | 31,043 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 5,714,652 | $154,009,879 | 33.98% |
| Chico Wealth RIA | 766,076 | $20,645,748 | 26.56% |
| Cable Hill Partners, LLC | 4,642,781 | $125,122,940 | 20.36% |
| Moisand Fitzgerald Tamayo, LLC | 2,975,584 | $80,191,981 | 17.12% |
| RAM Investment Partners, LLC | 1,052,184 | $28,356,362 | 15.27% |
| Root Financial Partners, LLC | 761,611 | $20,525,423 | 14.64% |
| Aquire Wealth Advisors, LLC | 907,316 | $24,452,166 | 10.70% |
| Spinnaker Investment Group, LLC | 1,046,456 | $28,202,003 | 9.92% |
| Consilium Wealth Advisory, LLC | 423,482 | $11,412,840 | 9.73% |
| DecisionPoint Financial, LLC | 605,066 | $16,306,529 | 9.42% |