DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,750,867 | -3.6% | 947,946 | +0.9% | 0.92% | -4.9% |
| Q2 2023 | $25,670,460 | +3.0% | 939,622 | +1.6% | 0.97% | -7.1% |
| Q1 2023 | $24,921,838 | +9.8% | 924,743 | +2.0% | 1.04% | -3.9% |
| Q4 2022 | $22,696,332 | +73.6% | 906,403 | +49.6% | 1.09% | +56.9% |
| Q3 2022 | $13,072,000 | +22.9% | 606,019 | +37.5% | 0.69% | +23.8% |
| Q2 2022 | $10,638,000 | +36.1% | 440,669 | +58.7% | 0.56% | +54.8% |
| Q1 2022 | $7,814,000 | +213.7% | 277,600 | +229.6% | 0.36% | +222.3% |
| Q4 2021 | $2,491,000 | +87.2% | 84,232 | +82.9% | 0.11% | +64.7% |
| Q3 2021 | $1,331,000 | – | 46,050 | – | 0.07% | – |
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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% |