DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 354 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,303,171 | -0.1% | 145,034 | +1.8% | 0.63% | -7.6% |
| Q1 2024 | $4,307,252 | +8.8% | 142,530 | +3.1% | 0.68% | -8.4% |
| Q4 2023 | $3,959,373 | +2.2% | 138,246 | -6.9% | 0.75% | -6.7% |
| 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 | 5,450,317 | $136,475,941 | 32.45% |
| Chico Wealth RIA | 935,505 | $23,425,045 | 26.20% |
| Cable Hill Partners, LLC | 4,408,558 | $110,390,299 | 19.77% |
| Moisand Fitzgerald Tamayo, LLC | 2,964,930 | $74,241,836 | 16.92% |
| RAM Investment Partners, LLC | 962,781 | $24,108,043 | 14.83% |
| Aquire Wealth Advisors, LLC | 830,859 | $20,804,709 | 10.35% |
| Spinnaker Investment Group, LLC | 1,043,219 | $26,122,196 | 9.29% |
| DecisionPoint Financial, LLC | 568,279 | $14,229,707 | 8.65% |
| Financial Alternatives, Inc | 323,593 | $8,102,760 | 8.05% |
| LEGACY FINANCIAL GROUP, INC. | 491,273 | $12,301,476 | 7.58% |