DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,523,280 | -8.9% | 173,239 | -4.7% | 2.02% | -4.8% |
| Q2 2023 | $4,964,756 | +0.9% | 181,726 | -0.4% | 2.13% | +1.2% |
| Q1 2023 | $4,918,836 | +1.1% | 182,517 | -6.0% | 2.10% | -4.8% |
| Q4 2022 | $4,864,178 | +58.5% | 194,256 | +36.5% | 2.20% | +41.6% |
| Q3 2022 | $3,069,000 | -7.1% | 142,281 | +3.9% | 1.56% | +28.1% |
| Q2 2022 | $3,305,000 | -11.7% | 136,912 | +2.9% | 1.22% | -70.2% |
| Q1 2022 | $3,744,000 | -4.8% | 132,998 | -0.0% | 4.07% | +39.7% |
| Q4 2021 | $3,933,000 | +0.8% | 133,022 | -1.4% | 2.92% | -6.2% |
| Q3 2021 | $3,900,000 | +22.5% | 134,890 | +23.8% | 3.11% | +9.7% |
| Q2 2021 | $3,183,000 | +3322.6% | 108,930 | +3173.1% | 2.83% | +2820.6% |
| Q1 2021 | $93,000 | – | 3,328 | – | 0.10% | – |
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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% |