DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 | 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% |