DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 110 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,595,555 | +71.6% | 865,399 | +79.5% | 2.87% | +72.0% |
| Q2 2023 | $13,169,304 | +180.6% | 482,039 | +176.8% | 1.67% | +167.3% |
| Q1 2023 | $4,693,424 | +273.5% | 174,153 | +247.0% | 0.62% | +300.0% |
| Q4 2022 | $1,256,583 | +22.7% | 50,183 | +5.7% | 0.16% | -3.1% |
| Q3 2022 | $1,024,000 | +894.2% | 47,476 | +1196.1% | 0.16% | +1138.5% |
| Q1 2022 | $103,000 | -86.8% | 3,663 | -86.1% | 0.01% | -85.7% |
| Q4 2021 | $779,000 | +2.2% | 26,360 | 0.0% | 0.09% | -2.2% |
| Q3 2021 | $762,000 | +14.9% | 26,360 | +16.1% | 0.09% | +6.9% |
| Q2 2021 | $663,000 | +550.0% | 22,697 | +519.6% | 0.09% | +383.3% |
| Q1 2021 | $102,000 | – | 3,663 | – | 0.02% | – |
Download | ||||||
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% |