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 | $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 | 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% |