DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
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 | 5,714,652 | $154,009,879 | 33.98% |
| Chico Wealth RIA | 766,076 | $20,645,748 | 26.56% |
| Cable Hill Partners, LLC | 4,642,781 | $125,122,940 | 20.36% |
| Moisand Fitzgerald Tamayo, LLC | 2,975,584 | $80,191,981 | 17.12% |
| RAM Investment Partners, LLC | 1,052,184 | $28,356,362 | 15.27% |
| Root Financial Partners, LLC | 761,611 | $20,525,423 | 14.64% |
| Aquire Wealth Advisors, LLC | 907,316 | $24,452,166 | 10.70% |
| Spinnaker Investment Group, LLC | 1,046,456 | $28,202,003 | 9.92% |
| Consilium Wealth Advisory, LLC | 423,482 | $11,412,840 | 9.73% |
| DecisionPoint Financial, LLC | 605,066 | $16,306,529 | 9.42% |