DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 354 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,762,265 | +9.7% | 131,364 | +0.0% | 0.24% | +4.7% |
| 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 | 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% |