DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 236 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,996,198 | -1.8% | 67,280 | +0.0% | 0.55% | -9.7% |
| Q1 2024 | $2,032,386 | +14.9% | 67,253 | +8.9% | 0.61% | -1.5% |
| Q4 2023 | $1,768,510 | +9.7% | 61,747 | +0.0% | 0.62% | -5.1% |
| Q3 2023 | $1,611,953 | -3.4% | 61,737 | +1.0% | 0.65% | -6.7% |
| Q2 2023 | $1,669,266 | -1.8% | 61,119 | -3.1% | 0.70% | -9.8% |
| Q1 2023 | $1,699,567 | +9.2% | 63,079 | +0.9% | 0.77% | -6.6% |
| Q4 2022 | $1,556,678 | +38.9% | 62,491 | +20.2% | 0.83% | -29.7% |
| Q3 2022 | $1,121,000 | +166.3% | 51,974 | +197.3% | 1.18% | +155.0% |
| Q2 2022 | $421,000 | +166.5% | 17,480 | +220.1% | 0.46% | +232.4% |
| Q4 2021 | $158,000 | – | 5,460 | – | 0.14% | – |
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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% |