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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $322,109 | +17.0% | 10,856 | +19.1% | 0.03% | +6.2% |
| Q1 2024 | $275,361 | +5.5% | 9,112 | +0.0% | 0.03% | 0.0% |
| Q4 2023 | $260,927 | +9.7% | 9,111 | +0.1% | 0.03% | 0.0% |
| Q3 2023 | $237,751 | -4.4% | 9,106 | +0.1% | 0.03% | -5.9% |
| Q2 2023 | $248,653 | +1.5% | 9,101 | +0.1% | 0.03% | -5.6% |
| Q1 2023 | $245,006 | +6.3% | 9,091 | -1.3% | 0.04% | 0.0% |
| Q4 2022 | $230,586 | -26.6% | 9,209 | -36.7% | 0.04% | -30.8% |
| Q3 2022 | $314,000 | +7.2% | 14,541 | +19.8% | 0.05% | +13.0% |
| Q2 2022 | $293,000 | -8.2% | 12,135 | +6.9% | 0.05% | +17.9% |
| Q1 2022 | $319,000 | +2558.3% | 11,357 | +2753.5% | 0.04% | +3800.0% |
| Q4 2021 | $12,000 | +9.1% | 398 | +1.5% | 0.00% | -50.0% |
| Q3 2021 | $11,000 | 0.0% | 392 | +1.3% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | 0.0% | 387 | +0.8% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | +10.0% | 384 | +0.3% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | – | 383 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 5,450,317 | $136,475,941 | 32.45% |
| Chico Wealth RIA | 935,505 | $23,425,045 | 26.20% |
| Cable Hill Partners, LLC | 4,408,558 | $110,390,299 | 19.77% |
| Moisand Fitzgerald Tamayo, LLC | 2,964,930 | $74,241,836 | 16.92% |
| RAM Investment Partners, LLC | 962,781 | $24,108,043 | 14.83% |
| Aquire Wealth Advisors, LLC | 830,859 | $20,804,709 | 10.35% |
| Spinnaker Investment Group, LLC | 1,043,219 | $26,122,196 | 9.29% |
| DecisionPoint Financial, LLC | 568,279 | $14,229,707 | 8.65% |
| Financial Alternatives, Inc | 323,593 | $8,102,760 | 8.05% |
| LEGACY FINANCIAL GROUP, INC. | 491,273 | $12,301,476 | 7.58% |