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 | $14,951 | +37.4% | 572,609 | +43.7% | 0.05% | +38.2% |
| Q2 2023 | $10,884 | +49.7% | 398,385 | +47.7% | 0.03% | +41.7% |
| Q1 2023 | $7,269 | +22.9% | 269,724 | +14.2% | 0.02% | +20.0% |
| Q4 2022 | $5,915 | -99.9% | 236,207 | +26.3% | 0.02% | +25.0% |
| Q3 2022 | $4,516,000 | 0.0% | 187,077 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $4,516,000 | -6.5% | 187,077 | +9.0% | 0.02% | +6.7% |
| Q1 2022 | $4,831,000 | +78.0% | 171,625 | +87.0% | 0.02% | +87.5% |
| Q4 2021 | $2,714,000 | +44.6% | 91,785 | +41.4% | 0.01% | +33.3% |
| Q3 2021 | $1,877,000 | – | 64,912 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 6,376,069 | $166,479,156 | 29.55% |
| Chico Wealth RIA | 812,411 | $21,212,051 | 25.37% |
| Cable Hill Partners, LLC | 5,010,654 | $130,828,214 | 17.66% |
| Moisand Fitzgerald Tamayo, LLC | 3,081,145 | $80,448,688 | 16.98% |
| Root Financial Partners, LLC | 1,019,407 | $26,616,721 | 14.10% |
| RAM Investment Partners, LLC | 1,234,295 | $32,227,455 | 13.63% |
| Arista Wealth Management, LLC | 1,216,951 | $31,774,600 | 12.44% |
| Aquire Wealth Advisors, LLC | 1,006,540 | $26,280,759 | 10.96% |
| Spinnaker Investment Group, LLC | 1,105,557 | $28,866,083 | 9.70% |
| Pioneer Wealth Management Group | 471,606 | $12,313,631 | 9.38% |