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 | $3,205,394 | -49.3% | 122,764 | -49.2% | 0.14% | +3.6% |
| Q2 2023 | $6,323,765 | +158.6% | 241,688 | +147.2% | 0.14% | +31.1% |
| Q1 2023 | $2,445,095 | +114478.0% | 97,764 | +15.3% | 0.11% | +86.0% |
| Q4 2022 | $2,134 | -99.9% | 84,774 | +16.4% | 0.06% | +18.8% |
| Q3 2022 | $1,834,000 | +28.0% | 72,812 | +28.0% | 0.05% | +6.7% |
| Q2 2022 | $1,433,000 | -42.4% | 56,886 | -42.5% | 0.04% | +45.2% |
| Q1 2022 | $2,488,000 | +303.9% | 98,984 | +377.1% | 0.03% | +158.3% |
| Q4 2021 | $616,000 | +64.3% | 20,745 | +61.8% | 0.01% | +50.0% |
| Q3 2021 | $375,000 | +3.0% | 12,821 | +3.0% | 0.01% | 0.0% |
| Q2 2021 | $364,000 | +32.4% | 12,446 | +26.6% | 0.01% | +60.0% |
| Q1 2021 | $275,000 | +2400.0% | 9,830 | +2556.8% | 0.01% | – |
| Q4 2020 | $11,000 | – | 370 | – | 0.00% | – |
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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% |