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 | $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% | – |
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% |