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 | $9,411,649 | +5.0% | 360,461 | +9.9% | 0.87% | +6.1% |
| Q2 2023 | $8,964,325 | +25.8% | 328,123 | +24.1% | 0.82% | +15.9% |
| Q1 2023 | $7,127,129 | +33.5% | 264,457 | +24.0% | 0.70% | +22.8% |
| Q4 2022 | $5,339,147 | +122.4% | 213,225 | +91.6% | 0.57% | +103.5% |
| Q3 2022 | $2,401,000 | +0.1% | 111,312 | +12.0% | 0.28% | +6.8% |
| Q2 2022 | $2,398,000 | +421.3% | 99,348 | +507.8% | 0.26% | +486.7% |
| Q1 2022 | $460,000 | +79.0% | 16,346 | +87.9% | 0.04% | +95.7% |
| Q4 2021 | $257,000 | -46.2% | 8,697 | -46.5% | 0.02% | -53.1% |
| Q3 2021 | $478,000 | +12.5% | 16,265 | +11.9% | 0.05% | +11.4% |
| Q2 2021 | $425,000 | +50.2% | 14,532 | +43.2% | 0.04% | +4.8% |
| Q1 2021 | $283,000 | – | 10,147 | – | 0.04% | – |
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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% |