DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 482 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $46,238,110 | +15.3% | 1,558,413 | +17.4% | 0.11% | +5.8% |
| Q1 2024 | $40,118,220 | +40.7% | 1,327,539 | +33.3% | 0.10% | +25.3% |
| Q4 2023 | $28,513,586 | +12.4% | 995,586 | +2.5% | 0.08% | 0.0% |
| Q3 2023 | $25,357,557 | +357.8% | 971,182 | +379.0% | 0.08% | +38.3% |
| Q2 2023 | $5,539,281 | +114.7% | 202,756 | +111.8% | 0.06% | +100.0% |
| Q1 2023 | $2,580,488 | +9.5% | 95,751 | +10.0% | 0.03% | 0.0% |
| Q4 2022 | $2,355,622 | +53.8% | 87,052 | +24.5% | 0.03% | +36.4% |
| Q3 2022 | $1,532,000 | +465.3% | 69,913 | +520.6% | 0.02% | +450.0% |
| Q2 2022 | $271,000 | – | 11,265 | – | 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% |