Independent Advisor Alliance - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$915,801
-4.0%
35,075
+0.4%
0.04%
-2.4%
Q2 2023$954,203
+5.9%
34,927
+4.4%
0.04%
-2.3%
Q1 2023$901,289
+34.6%
33,443
+25.1%
0.04%
-81.3%
Q4 2022$669,39426,7330.23%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
SYM FINANCIAL Corp 6,376,069$166,479,15629.55%
Chico Wealth RIA 812,411$21,212,05125.37%
Cable Hill Partners, LLC 5,010,654$130,828,21417.66%
Moisand Fitzgerald Tamayo, LLC 3,081,145$80,448,68816.98%
Root Financial Partners, LLC 1,019,407$26,616,72114.10%
RAM Investment Partners, LLC 1,234,295$32,227,45513.63%
Arista Wealth Management, LLC 1,216,951$31,774,60012.44%
Aquire Wealth Advisors, LLC 1,006,540$26,280,75910.96%
Spinnaker Investment Group, LLC 1,105,557$28,866,0839.70%
Pioneer Wealth Management Group 471,606$12,313,6319.38%
View complete list of DIMENSIONAL ETF TRUST shareholders