DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 85 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,197,744 | +13.4% | 352,269 | +18.6% | 1.74% | +6.6% |
| Q2 2023 | $8,112,155 | +9.1% | 296,931 | +7.7% | 1.63% | -1.6% |
| Q1 2023 | $7,432,352 | -7.5% | 275,783 | -14.1% | 1.65% | -10.3% |
| Q4 2022 | $8,039,217 | +33.2% | 321,055 | +14.7% | 1.84% | +13.5% |
| Q3 2022 | $6,036,000 | -9.6% | 279,828 | +1.2% | 1.62% | -12.7% |
| Q2 2022 | $6,675,000 | -37.3% | 276,499 | -26.9% | 1.86% | -27.1% |
| Q1 2022 | $10,644,000 | +186.2% | 378,104 | +200.7% | 2.55% | +185.5% |
| Q4 2021 | $3,719,000 | +386.8% | 125,756 | +375.8% | 0.89% | +323.7% |
| Q3 2021 | $764,000 | -49.5% | 26,433 | -48.9% | 0.21% | -63.0% |
| Q2 2021 | $1,513,000 | – | 51,770 | – | 0.57% | – |
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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% |