DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,134,284 | +22.3% | 81,742 | +28.0% | 0.34% | -2.3% |
Q2 2023 | $1,745,256 | +1.1% | 63,882 | -0.3% | 0.35% | -7.2% |
Q1 2023 | $1,727,010 | +42.7% | 64,082 | +32.6% | 0.38% | +28.7% |
Q4 2022 | $1,210,258 | +369.1% | 48,333 | +303.9% | 0.29% | +312.7% |
Q3 2022 | $258,000 | -91.7% | 11,966 | -90.7% | 0.07% | -88.9% |
Q2 2022 | $3,093,000 | -4.2% | 128,146 | +11.7% | 0.64% | -18.3% |
Q1 2022 | $3,228,000 | -3.5% | 114,681 | +1.4% | 0.78% | +6.7% |
Q4 2021 | $3,344,000 | – | 113,101 | – | 0.74% | – |
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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% |