DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 352 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,658,475 | +7.0% | 178,417 | +12.0% | 0.57% | +10.0% |
| Q2 2023 | $4,353,463 | +21.5% | 159,350 | +19.8% | 0.52% | +11.8% |
| Q1 2023 | $3,583,269 | +36.4% | 132,959 | +26.8% | 0.46% | +37.6% |
| Q4 2022 | $2,626,187 | +27.5% | 104,879 | +9.8% | 0.34% | +17.4% |
| Q3 2022 | $2,060,000 | +2.7% | 95,546 | +14.9% | 0.29% | -5.0% |
| Q2 2022 | $2,006,000 | +19.7% | 83,120 | +46.6% | 0.30% | +17.9% |
| Q1 2022 | $1,676,000 | 0.0% | 56,684 | 0.0% | 0.26% | 0.0% |
| Q4 2021 | $1,676,000 | +29.3% | 56,684 | +26.4% | 0.26% | +17.4% |
| Q3 2021 | $1,296,000 | +30.1% | 44,855 | +31.5% | 0.22% | +28.8% |
| Q2 2021 | $996,000 | +70.5% | 34,109 | +62.6% | 0.17% | +56.0% |
| Q1 2021 | $584,000 | +171.6% | 20,981 | +158.6% | 0.11% | +137.0% |
| Q4 2020 | $215,000 | – | 8,113 | – | 0.05% | – |
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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% |