DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 110 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,817,015 | +44.9% | 69,591 | +51.6% | 0.23% | +45.0% |
| Q2 2023 | $1,254,332 | +12.3% | 45,913 | +10.8% | 0.16% | +10.3% |
| Q1 2023 | $1,117,243 | +33.4% | 41,456 | +23.9% | 0.14% | +25.0% |
| Q4 2022 | $837,678 | +23.0% | 33,454 | +5.9% | 0.12% | +5.5% |
| Q3 2022 | $681,000 | +2.4% | 31,582 | +14.7% | 0.11% | +7.8% |
| Q2 2022 | $665,000 | +78.3% | 27,537 | +107.7% | 0.10% | +82.1% |
| Q1 2022 | $373,000 | -3.4% | 13,259 | +1.6% | 0.06% | -1.8% |
| Q4 2021 | $386,000 | +1035.3% | 13,053 | +1009.9% | 0.06% | +1040.0% |
| Q3 2021 | $34,000 | 0.0% | 1,176 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $34,000 | – | 1,176 | – | 0.01% | – |
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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% |