Independent Advisor Alliance - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 352 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
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 Q2 2023
NameSharesValueWeighting ↓
SYM FINANCIAL Corp 6,246,180$170,645,63534.59%
Chico Wealth RIA 786,315$21,482,12625.60%
Cable Hill Partners, LLC 4,820,643$131,699,97217.18%
Moisand Fitzgerald Tamayo, LLC 3,022,075$82,563,09816.88%
Root Financial Partners, LLC 889,038$24,288,51514.46%
RAM Investment Partners, LLC 1,174,132$32,077,28113.41%
Plan Group Financial, LLC 584,902$16,008,71013.37%
Arista Wealth Management, LLC 1,105,820$30,210,99912.55%
Aquire Wealth Advisors, LLC 984,705$26,902,14110.73%
Spinnaker Investment Group, LLC 1,066,368$29,252,4379.63%
View complete list of DIMENSIONAL ETF TRUST shareholders