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 | $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 | 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% |