DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 348 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,429,679 | -10.3% | 131,355 | -6.1% | 0.23% | -7.1% |
| Q2 2023 | $3,823,133 | -0.1% | 139,939 | -1.5% | 0.25% | -2.7% |
| Q1 2023 | $3,827,951 | +3.1% | 142,039 | -4.2% | 0.26% | -1.5% |
| Q4 2022 | $3,712,906 | +7.8% | 148,279 | -7.1% | 0.26% | +3.1% |
| Q3 2022 | $3,443,000 | -50.8% | 159,603 | -44.9% | 0.26% | -50.1% |
| Q2 2022 | $6,991,000 | +121.7% | 289,615 | +158.6% | 0.51% | +141.0% |
| Q1 2022 | $3,153,000 | +5.8% | 112,011 | +11.2% | 0.21% | -10.9% |
| Q4 2021 | $2,980,000 | +60.2% | 100,769 | +56.7% | 0.24% | +46.9% |
| Q3 2021 | $1,860,000 | +1.6% | 64,321 | +2.7% | 0.16% | 0.0% |
| Q2 2021 | $1,830,000 | +113.8% | 62,640 | +104.1% | 0.16% | +90.6% |
| Q1 2021 | $856,000 | – | 30,688 | – | 0.08% | – |
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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% |