DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 445 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,446,702 | -10.9% | 958,770 | -9.2% | 0.75% | -10.3% |
| Q1 2024 | $31,909,010 | +20.2% | 1,055,890 | +13.9% | 0.84% | -2.7% |
| Q4 2023 | $26,543,795 | +7.2% | 926,808 | -2.2% | 0.86% | -6.5% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 5,450,317 | $136,475,941 | 32.45% |
| Chico Wealth RIA | 935,505 | $23,425,045 | 26.20% |
| Cable Hill Partners, LLC | 4,408,558 | $110,390,299 | 19.77% |
| Moisand Fitzgerald Tamayo, LLC | 2,964,930 | $74,241,836 | 16.92% |
| RAM Investment Partners, LLC | 962,781 | $24,108,043 | 14.83% |
| Aquire Wealth Advisors, LLC | 830,859 | $20,804,709 | 10.35% |
| Spinnaker Investment Group, LLC | 1,043,219 | $26,122,196 | 9.29% |
| DecisionPoint Financial, LLC | 568,279 | $14,229,707 | 8.65% |
| Financial Alternatives, Inc | 323,593 | $8,102,760 | 8.05% |
| LEGACY FINANCIAL GROUP, INC. | 491,273 | $12,301,476 | 7.58% |