DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 110 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $414,704 | -8.1% | 15,883 | -3.8% | 0.24% | -2.1% |
| Q2 2023 | $451,150 | +0.8% | 16,514 | -0.5% | 0.24% | -10.7% |
| Q1 2023 | $447,374 | +6.1% | 16,600 | -1.4% | 0.27% | -9.6% |
| Q4 2022 | $421,647 | +13.7% | 16,839 | -2.2% | 0.30% | -6.2% |
| Q3 2022 | $371,000 | -10.4% | 17,209 | +0.4% | 0.32% | -5.0% |
| Q2 2022 | $414,000 | +21.8% | 17,139 | +42.0% | 0.34% | +86.7% |
| Q1 2022 | $340,000 | 0.0% | 12,073 | +4.9% | 0.18% | +17.5% |
| Q4 2021 | $340,000 | +19.3% | 11,510 | +16.7% | 0.15% | +21.3% |
| Q3 2021 | $285,000 | – | 9,862 | – | 0.13% | – |
Download | ||||||
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% |