DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,137,573 | -0.4% | 81,868 | +4.2% | 0.21% | -1.4% |
| Q2 2023 | $2,145,931 | +8.4% | 78,548 | +6.9% | 0.21% | -9.4% |
| Q1 2023 | $1,979,451 | +10.1% | 73,449 | +2.3% | 0.23% | +9.9% |
| Q4 2022 | $1,797,697 | -2.9% | 71,793 | -16.4% | 0.21% | -11.2% |
| Q3 2022 | $1,851,000 | -4.4% | 85,833 | +7.0% | 0.24% | +2.1% |
| Q2 2022 | $1,937,000 | -7.6% | 80,225 | +7.8% | 0.24% | +3.1% |
| Q1 2022 | $2,096,000 | +16.1% | 74,441 | +21.9% | 0.23% | +6.5% |
| Q4 2021 | $1,805,000 | +20.5% | 61,054 | +17.8% | 0.21% | +13.2% |
| Q3 2021 | $1,498,000 | +46.4% | 51,830 | +48.0% | 0.19% | +46.5% |
| Q2 2021 | $1,023,000 | +58.6% | 35,027 | +51.5% | 0.13% | +41.8% |
| Q1 2021 | $645,000 | – | 23,119 | – | 0.09% | – |
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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% |