DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 354 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $26,865 | +7.5% | 905,454 | +9.5% | 0.07% | +4.5% |
| Q1 2024 | $24,997 | +5.2% | 827,180 | -0.3% | 0.07% | -1.5% |
| Q4 2023 | $23,757 | +58.9% | 829,488 | +44.9% | 0.07% | +44.7% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 5,450,317 | $136,475,941 | 32.45% |
| Chico Wealth RIA | 935,505 | $23,425,045 | 26.20% |
| Cable Hill Partners, LLC | 4,408,558 | $110,390,299 | 19.77% |
| Moisand Fitzgerald Tamayo, LLC | 2,964,930 | $74,241,836 | 16.92% |
| RAM Investment Partners, LLC | 962,781 | $24,108,043 | 14.83% |
| Aquire Wealth Advisors, LLC | 830,859 | $20,804,709 | 10.35% |
| Spinnaker Investment Group, LLC | 1,043,219 | $26,122,196 | 9.29% |
| DecisionPoint Financial, LLC | 568,279 | $14,229,707 | 8.65% |
| Financial Alternatives, Inc | 323,593 | $8,102,760 | 8.05% |
| LEGACY FINANCIAL GROUP, INC. | 491,273 | $12,301,476 | 7.58% |