DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 29 filers reported holding DIMENSIONAL ETF TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,281,138 | -68.8% | 968,255 | -67.4% | 0.01% | -70.4% |
| Q2 2023 | $81,086,061 | +41.9% | 2,968,011 | +40.0% | 0.03% | +17.4% |
| Q1 2023 | $57,141,654 | +4347.8% | 2,120,284 | +4032.5% | 0.02% | +2200.0% |
| Q4 2022 | $1,284,727 | -18.4% | 51,307 | -29.7% | 0.00% | 0.0% |
| Q3 2022 | $1,574,000 | +147.5% | 72,954 | +239.2% | 0.00% | – |
| Q4 2021 | $636,000 | -90.8% | 21,510 | -90.9% | 0.00% | -100.0% |
| Q2 2021 | $6,916,000 | +472.0% | 236,688 | +445.7% | 0.00% | +200.0% |
| Q1 2021 | $1,209,000 | -10.8% | 43,374 | -15.1% | 0.00% | 0.0% |
| Q4 2020 | $1,355,000 | – | 51,077 | – | 0.00% | – |
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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% |