DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,071,526 | +0.1% | 1,151,724 | +4.7% | 0.53% | +2.1% |
| Q2 2023 | $30,049,954 | -2.5% | 1,099,925 | -3.8% | 0.52% | -24.7% |
| Q1 2023 | $30,804,819 | +5.8% | 1,143,036 | -1.7% | 0.68% | -4.2% |
| Q4 2022 | $29,102,918 | +40.0% | 1,162,257 | +20.6% | 0.72% | +9.2% |
| Q3 2022 | $20,793,000 | -0.4% | 963,980 | +11.5% | 0.66% | +11.0% |
| Q2 2022 | $20,873,000 | +38.8% | 864,670 | +61.9% | 0.59% | +56.9% |
| Q1 2022 | $15,034,000 | +15.3% | 534,066 | +21.1% | 0.38% | +5.9% |
| Q4 2021 | $13,041,000 | – | 441,006 | – | 0.36% | – |
Download | ||||||
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% |