DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $816,089 | -4.5% | 31,256 | -0.0% | 0.06% | 0.0% |
| Q2 2023 | $854,334 | +1.0% | 31,271 | -0.3% | 0.06% | -4.5% |
| Q1 2023 | $845,483 | +6.8% | 31,372 | -0.8% | 0.07% | 0.0% |
| Q4 2022 | $791,738 | +62.9% | 31,619 | +40.3% | 0.07% | +48.9% |
| Q3 2022 | $486,000 | -97.6% | 22,540 | -97.3% | 0.04% | -97.4% |
| Q2 2022 | $20,069,000 | +83.3% | 831,352 | +113.7% | 1.71% | +114.8% |
| Q1 2022 | $10,951,000 | – | 389,032 | – | 0.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 6,246,180 | $170,645,635 | 34.59% |
| Chico Wealth RIA | 786,315 | $21,482,126 | 25.60% |
| Cable Hill Partners, LLC | 4,820,643 | $131,699,972 | 17.18% |
| Moisand Fitzgerald Tamayo, LLC | 3,022,075 | $82,563,098 | 16.88% |
| Root Financial Partners, LLC | 889,038 | $24,288,515 | 14.46% |
| RAM Investment Partners, LLC | 1,174,132 | $32,077,281 | 13.41% |
| Plan Group Financial, LLC | 584,902 | $16,008,710 | 13.37% |
| Arista Wealth Management, LLC | 1,105,820 | $30,210,999 | 12.55% |
| Aquire Wealth Advisors, LLC | 984,705 | $26,902,141 | 10.73% |
| Spinnaker Investment Group, LLC | 1,066,368 | $29,252,437 | 9.63% |