DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is 442.62 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,320,541 | -1.9% | 44,508 | -0.1% | 0.09% | -3.3% |
Q1 2024 | $1,345,720 | +13.9% | 44,531 | +7.9% | 0.09% | +5.9% |
Q4 2023 | $1,181,555 | +44.8% | 41,255 | +32.0% | 0.08% | +32.8% |
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% |