DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 351 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,500,573 | +1.1% | 724,657 | +3.0% | 0.38% | -4.3% |
| Q1 2024 | $21,267,174 | +8.4% | 703,745 | +2.8% | 0.40% | -26.1% |
| Q4 2023 | $19,610,724 | +11.8% | 684,732 | +2.0% | 0.54% | +12.1% |
| Q3 2023 | $17,536,312 | +246.2% | 671,632 | +262.3% | 0.48% | +295.0% |
| Q2 2023 | $5,064,882 | +0.3% | 185,391 | -1.0% | 0.12% | -11.0% |
| Q1 2023 | $5,048,289 | +4.0% | 187,321 | -3.4% | 0.14% | -8.7% |
| Q4 2022 | $4,855,657 | -48.4% | 193,916 | -55.5% | 0.15% | -34.1% |
| Q3 2022 | $9,406,000 | +3.1% | 436,050 | +15.4% | 0.23% | -4.6% |
| Q2 2022 | $9,121,000 | +344.3% | 377,832 | +418.1% | 0.24% | +364.7% |
| Q1 2022 | $2,053,000 | – | 72,933 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 6,246,180 | $170,645,635 | 34.59% |
| Chico Wealth RIA | 786,315 | $21,482,126 | 25.60% |
| Cable Hill Partners, LLC | 4,820,643 | $131,699,972 | 17.18% |
| Moisand Fitzgerald Tamayo, LLC | 3,022,075 | $82,563,098 | 16.88% |
| Root Financial Partners, LLC | 889,038 | $24,288,515 | 14.46% |
| RAM Investment Partners, LLC | 1,174,132 | $32,077,281 | 13.41% |
| Plan Group Financial, LLC | 584,902 | $16,008,710 | 13.37% |
| Arista Wealth Management, LLC | 1,105,820 | $30,210,999 | 12.55% |
| Aquire Wealth Advisors, LLC | 984,705 | $26,902,141 | 10.73% |
| Spinnaker Investment Group, LLC | 1,066,368 | $29,252,437 | 9.63% |