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 | $5,114,173 | -44.6% | 195,870 | -42.6% | 0.01% | -52.9% |
| Q2 2023 | $9,239,414 | +2.4% | 341,112 | +2.1% | 0.02% | 0.0% |
| Q1 2023 | $9,018,778 | +13.5% | 334,052 | +5.2% | 0.02% | +6.2% |
| Q4 2022 | $7,946,000 | +25.7% | 317,402 | +8.3% | 0.02% | +14.3% |
| Q3 2022 | $6,320,000 | +4.2% | 292,992 | +16.9% | 0.01% | +7.7% |
| Q2 2022 | $6,063,000 | +193.9% | 250,622 | +26.1% | 0.01% | +225.0% |
| Q1 2022 | $2,063,000 | -55.9% | 198,809 | +26.0% | 0.00% | -55.6% |
| Q4 2021 | $4,681,000 | +20.7% | 157,741 | +18.0% | 0.01% | +12.5% |
| Q3 2021 | $3,878,000 | +77.3% | 133,666 | +79.1% | 0.01% | +60.0% |
| Q2 2021 | $2,187,000 | +130.5% | 74,652 | +122.0% | 0.01% | +150.0% |
| Q1 2021 | $949,000 | – | 33,634 | – | 0.00% | – |
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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% |