DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 234 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $5,433,000 | +13.4% | 251,890 | +27.0% | 0.51% | +19.9% |
Q2 2022 | $4,789,000 | +392.7% | 198,375 | +474.7% | 0.43% | +510.0% |
Q1 2022 | $972,000 | +52.1% | 34,521 | +56.3% | 0.07% | +40.0% |
Q4 2021 | $639,000 | 0.0% | 22,089 | 0.0% | 0.05% | -15.3% |
Q3 2021 | $639,000 | +21.5% | 22,089 | +22.7% | 0.06% | +47.5% |
Q2 2021 | $526,000 | +24.1% | 18,003 | +18.4% | 0.04% | +8.1% |
Q1 2021 | $424,000 | – | 15,211 | – | 0.04% | – |
Download |
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% |