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 | $3,875,976 | +39.2% | 148,448 | +45.7% | 0.80% | +52.8% |
| Q2 2023 | $2,784,011 | +526.1% | 101,904 | +517.7% | 0.52% | +483.3% |
| Q1 2023 | $444,629 | -14.8% | 16,498 | -20.9% | 0.09% | +28.6% |
| Q4 2022 | $521,986 | +17.8% | 20,846 | +1.4% | 0.07% | -35.2% |
| Q3 2022 | $443,000 | -10.1% | 20,550 | +0.7% | 0.11% | +8.0% |
| Q2 2022 | $493,000 | -60.0% | 20,413 | -53.4% | 0.10% | -54.3% |
| Q1 2022 | $1,232,000 | +8.0% | 43,779 | +13.5% | 0.22% | +15.3% |
| Q4 2021 | $1,141,000 | +3.3% | 38,578 | +0.9% | 0.19% | -3.1% |
| Q3 2021 | $1,105,000 | – | 38,239 | – | 0.20% | – |
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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% |