DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,448,688 | -2.6% | 3,081,145 | +2.0% | 16.98% | +0.6% |
| Q2 2023 | $82,563,098 | +3.0% | 3,022,075 | +1.6% | 16.88% | -1.5% |
| Q1 2023 | $80,191,981 | +8.0% | 2,975,584 | +0.4% | 17.12% | +1.2% |
| Q4 2022 | $74,241,836 | +26.5% | 2,964,930 | +8.9% | 16.92% | +5.1% |
| Q3 2022 | $58,705,000 | +0.2% | 2,721,585 | +12.1% | 16.10% | +2.1% |
| Q2 2022 | $58,592,000 | +34.8% | 2,427,170 | +57.2% | 15.76% | -20.3% |
| Q1 2022 | $43,476,000 | -13.2% | 1,544,447 | -8.8% | 19.78% | +40.2% |
| Q4 2021 | $50,086,000 | +546.6% | 1,693,816 | +532.2% | 14.10% | +441.5% |
| Q3 2021 | $7,746,000 | +15088.2% | 267,929 | +15360.4% | 2.60% | +13610.5% |
| Q2 2021 | $51,000 | – | 1,733 | – | 0.02% | – |
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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% |